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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.
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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 |
|---|---|---|
Filed as: ALDRICH CPAS ADVISORS LLP Service code 10 · EIN 93-0623286 | Accounting | $28,380 |
Filed as: DESCHUTES INVESTMENT CONSULTING LLC Service code 10 · EIN 27-3525757 | Accounting | $13,123 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $2,397 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,508 | $56,972-42.9% | $182,532-82.2% | $65,185-50.1% |
| Participation rate | 65.0% | 66.5%-1.5pp | 78.0%-12.9pp | 70.2%-5.2pp |
| Annual return | 21.40% | 27.67%-6.3pp | 148.54%-127.1pp | 29.38%-8.0pp |
| Employer contribution / active EE | $547 | $1,615-66.1% | $4,076-86.6% | $2,177-74.9% |
| Participant deferral / active EE | $1,740 | $3,526-50.7% | $5,524-68.5% | $3,514-50.5% |
| Admin fee / account holder | $15 | $528-97.1% | $8,592-99.8% | $847-98.2% |