See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
THE BENEFIT PRACTICE2 years Service code 49 · EIN 13-4144565 | Other Services | $27,664 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $19,900 |
MORNINGSTAR2 years Filed as: MORNINGSTAR, INC. Service code 16 · EIN 36-3297908 | Consulting | $7,886 |
Service code 50 · EIN 71-0294708 | Direct Payment | $450 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $448,493 | $100,923+344.4% | $150,045+198.9% | $74,304+503.6% |
| Participation rate | 95.8% | 70.1%+25.7pp | 82.3%+13.4pp | 60.3%+35.4pp |
| Annual return | 15.34% | 51.77%-36.4pp | 62.55%-47.2pp | 29.43%-14.1pp |
| Employer contribution / active EE | $31,881 | $3,463+820.5% | $4,693+579.3% | $2,241+1322.5% |
| Participant deferral / active EE | $18,041 | $6,709+168.9% | $7,997+125.6% | $3,767+378.9% |
| Admin fee / account holder | $144 | $2,767-94.8% | $13,435-98.9% | $2,969-95.1% |