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 |
|---|---|---|
GILBERT & SACKMAN5+ years Service code 29 · EIN 95-2906951 | Legal | $186,547 |
Service code 13 · EIN 13-2501278 | Contract Administrator | $157,727 |
BERRY & CO., CPA'S LTD3 years Filed as: BERRY AND CO CPA'S Service code 10 · EIN 88-0400174 | Accounting | $78,863 |
ALAN BILLER & ASSOCIATES3 years Filed as: ALAN D BILLER ASSOCIATES Service code 27 · EIN 94-2854958 | Advisory (Plan) | $61,200 |
MILLER KAPLAN ARASE LLP5+ years Service code 10 · EIN 95-2036255 | Accounting | $31,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,706 | $82,204-32.2% | $130,648-57.4% | $82,204-32.2% |
| Participation rate | 83.9% | 73.4%+10.5pp | 71.7%+12.1pp | 73.4%+10.5pp |
| Annual return | 20.88% | 26.31%-5.4pp | 1708.96%-1688.1pp | 26.31%-5.4pp |
| Employer contribution / active EE | $849 | $2,707-68.7% | $4,092-79.3% | $2,707-68.7% |
| Participant deferral / active EE | $1,000 | $4,246-76.4% | $3,603-72.2% | $4,246-76.4% |
| Admin fee / account holder | $117 | $76+54.5% | $5,464-97.9% | $76+54.5% |