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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 |
|---|---|---|
COHN REZNICK LLP1 year Filed as: COHN REZNICK Service code 10 · EIN 33-4144829 | Accounting | $20,160 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$32,075 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,976 | $61,774+89.4% | $97,226+20.3% | $80,856+44.7% |
| Participation rate | 96.3% | 63.5%+32.8pp | 72.7%+23.6pp | 67.6%+28.7pp |
| Annual return | 17.16% | -557.90%+575.1pp | 75.13%-58.0pp | 35.59%-18.4pp |
| Employer contribution / active EE | $2,447 | $1,837+33.2% | $2,729-10.3% | $2,755-11.2% |
| Participant deferral / active EE | $12,968 | $3,029+328.1% | $4,264+204.1% | $4,296+201.9% |
| Admin fee / account holder | -$71 | $5,166-101.4% | $5,654-101.3% | $6,918-101.0% |