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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
COOK STREET CONSULTING5 years Filed as: COOK STREET CONSULTING, INC Service code 16 · EIN 84-0854432 | Consulting | $49,021 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $34,051 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,111 |
BIGGS KOFFORD, P.C.1 year Filed as: BIGGSKOFFORD, P.C. Service code 10 · EIN 84-0884124 | Accounting | $8,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,461 | $52,660+33.8% | $86,612-18.6% | $80,160-12.1% |
| Participation rate | 82.8% | 62.4%+20.4pp | 71.7%+11.1pp | 72.9%+9.9pp |
| Annual return | 13.08% | 24.87%-11.8pp | 591.07%-578.0pp | 40.38%-27.3pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $3,022-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $0 | $3,215-100.0% | $4,438-100.0% | $5,017-100.0% |
| Admin fee / account holder | $60 | $113-47.2% | $5,614-98.9% | $145-58.9% |