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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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $61,475 |
GOLBAR & ASSOCIATES LLP4 years Service code 10 · EIN 02-6303379 | Accounting | $22,637 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,060 | $92,055-54.3% | $106,213-60.4% | $77,643-45.8% |
| Participation rate | 74.2% | 81.0%-6.8pp | 75.3%-1.1pp | 70.6%+3.6pp |
| Annual return | 11.64% | 17.91%-6.3pp | 116.14%-104.5pp | 31.24%-19.6pp |
| Employer contribution / active EE | $1,284 | $3,367-61.9% | $3,171-59.5% | $2,726-52.9% |
| Participant deferral / active EE | $2,866 | $5,386-46.8% | $5,016-42.9% | $4,647-38.3% |
| Admin fee / account holder | $304 | $219+38.6% | $11,033-97.2% | $430-29.5% |