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 |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS4+ years Service code 14 · EIN 88-0277518 445 APPLE STREET, STE 109 · RENO, NV 89511 | Plan Administrator | $55,003 |
ANDCO CONSULTING3 years Service code 27 · EIN 59-3676225 10391 DOUBLE R. BLVD · RENO, NV 89521 | Advisory (Plan) | $50,000 |
EIDE BAILLY LLP4+ years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 5441 KIETZKE LN., STE. 150 · RENO, NV 89511 | Accounting | $28,463 |
Service code 29 · EIN 94-2576729 369 PINE STREET, STE 800 · SAN FRANCISCO, CA 941043323 | Legal | $17,224 |
AMALGAMATED4+ years Service code 19 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $12,401 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,546-100.0% | $140,016-100.0% | $75,289-100.0% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.5%-87.5pp | 72.4%-72.4pp |
| Annual return | -4.54% | -0.36%-4.2pp | 651.12%-655.7pp | -0.04%-4.5pp |
| Employer contribution / active EE | $3,489 | $3,856-9.5% | $5,606-37.8% | $2,405+45.1% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $86-100.0% | $10,705-100.0% | $102-100.0% |