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 37 · EIN 04-2647786 | Loan Processing | $43,856 |
TALBOT, KORVOLA & WARWICK, LLP2 years Filed as: TALBOT, KORBOLA Service code 10 · EIN 93-0954337 | Accounting | $21,897 |
USI CONSULTING GROUP6+ years Filed as: KIBBLE & PRENTICE Service code 27 · EIN 91-1176315 | Advisory (Plan) | $6,248 |
USI CONSULTING GROUP1 year Filed as: KIBBLE AND PRENTICE Service code 27 · EIN 91-1176315 | Advisory (Plan) | $6,247 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $109,144 | $81,474+34.0% | $133,956-18.5% | $73,488+48.5% |
| Participation rate | 88.6% | 76.4%+12.3pp | 79.8%+8.8pp | 70.7%+18.0pp |
| Annual return | 16.90% | 19.40%-2.5pp | 45.09%-28.2pp | 28.51%-11.6pp |
| Employer contribution / active EE | $718 | $2,209-67.5% | $3,919-81.7% | $2,270-68.4% |
| Participant deferral / active EE | $5,284 | $3,786+39.5% | $5,048+4.7% | $3,740+41.3% |
| Admin fee / account holder | $318 | $713-55.4% | $8,927-96.4% | $513-38.0% |