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 9-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 12 · EIN 13-3689044 | Direct payment from the plan; Recordk... | $232,544 |
Filed as: MID ATLANTIC FINANCIAL MANAGEMENT, Service code 16 · EIN 25-1443041 | Consulting | $60,000 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $13,800 |
Filed as: CHARLES SCHWAB & CO, INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $89 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $95,621 | $127,481-25.0% | $149,696-36.1% | $90,288+5.9% |
| Participation rate | 64.3% | 78.2%-13.9pp | 82.5%-18.2pp | 73.4%-9.1pp |
| Annual return | 16.58% | 57.78%-41.2pp | 276.60%-260.0pp | 53.97%-37.4pp |
| Employer contribution / active EE | $2,330 | $3,448-32.4% | $4,644-49.8% | $2,524-7.7% |
| Participant deferral / active EE | $6,295 | $6,975-9.8% | $6,842-8.0% | $4,232+48.7% |
| Admin fee / account holder | $134 | $152-11.6% | $9,309-98.6% | $114+17.5% |