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 14 · EIN 13-2501278 | Plan Administrator | $140,761 |
ALAN BILLER & ASSOCIATES6 years Filed as: ALAN D BILLER ASSOCIATES Service code 27 · EIN 94-2854958 | Advisory (Plan) | $62,424 |
GILBERT & SACKMAN8+ years Service code 29 · EIN 95-2906951 | Legal | $51,649 |
MILLER KAPLAN ARASE LLP8+ years Service code 10 · EIN 95-2036255 | Accounting | $27,300 |
BERRY & CO., CPA'S LTD6 years Filed as: BERRY AND CO CPA'S Service code 10 · EIN 88-0400174 | Accounting | $17,131 |
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 | $52,439 | $78,044-32.8% | $117,472-55.4% | $78,044-32.8% |
| Participation rate | 72.3% | 74.4%-2.1pp | 70.6%+1.7pp | 74.4%-2.1pp |
| Annual return | -15.28% | 10.87%-26.2pp | 29.74%-45.0pp | 10.87%-26.2pp |
| Employer contribution / active EE | $768 | $3,125-75.4% | $4,176-81.6% | $3,125-75.4% |
| Participant deferral / active EE | $964 | $5,084-81.0% | $4,070-76.3% | $5,084-81.0% |
| Admin fee / account holder | $71 | $79-9.8% | $5,645-98.7% | $79-9.8% |