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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $68,483 |
SOLTIS INVESTMENT ADVISORS2 years Filed as: SOLTIS INVESTMENT ADVISORS, LLC Service code 99 · EIN 27-3188744 | Other Fees | $67,305 |
SQUIRE PATTON BOGGS US LLP8 years Filed as: SQUIRE & COMPANY Service code 10 · EIN 87-0343246 | Accounting | $15,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,481 | $49,915+29.2% | $154,803-58.3% | $74,304-13.2% |
| Participation rate | 93.8% | 54.0%+39.9pp | 78.1%+15.8pp | 60.3%+33.5pp |
| Annual return | 15.98% | 34.06%-18.1pp | 58.88%-42.9pp | 29.43%-13.4pp |
| Employer contribution / active EE | $5,834 | $1,611+262.1% | $4,305+35.5% | $2,241+160.3% |
| Participant deferral / active EE | $4,095 | $2,255+81.6% | $5,540-26.1% | $3,767+8.7% |
| Admin fee / account holder | $321 | $2,189-85.3% | $14,329-97.8% | $2,969-89.2% |