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 ADMINISTRATORS5+ years Service code 14 · EIN 88-0277518 445 APPLE STREET, STE 109 · RENO, NV 89511 | Plan Administrator | $54,811 |
ANDCO CONSULTING4 years Service code 27 · EIN 59-3676225 10391 DOUBLE R. BLVD · RENO, NV 89521 | Advisory (Plan) | $50,000 |
EIDE BAILLY LLP5+ years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 5441 KIETZKE LN., STE. 150 · RENO, NV 89511 | Accounting | $24,240 |
Service code 29 · EIN 94-2576729 369 PINE STREET, STE 800 · SAN FRANCISCO, CA 941043323 | Legal | $16,548 |
AMALGAMATED5+ years Service code 19 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $12,122 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,340 | $95,776-52.7% | $162,163-72.0% | $77,787-41.7% |
| Participation rate | 100.0% | 88.6%+11.4pp | 87.6%+12.4pp | 73.2%+26.8pp |
| Annual return | 18.56% | 37.03%-18.5pp | 115.59%-97.0pp | 32.57%-14.0pp |
| Employer contribution / active EE | $3,839 | $3,874-0.9% | $5,614-31.6% | $2,504+53.3% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,298-100.0% | $3,967-100.0% |
| Admin fee / account holder | $115 | $88+31.1% | $10,843-98.9% | $100+14.9% |