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 15 · EIN 42-0127290 | Recordkeeping | $456,322 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $97,296 |
ROBERTS & HOLLAND1 year Filed as: ROBERTS & HOLLAND LLP Service code 29 · EIN 13-1833405 | Legal | $83,192 |
KPMG LLP1 year Service code 49 · EIN 13-5565207 | Other Services | $52,000 |
FINDLEY4 years Service code 16 · EIN 06-1053228 | Consulting | $33,000 |
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 | $60,216 | $51,728+16.4% | $80,716-25.4% | $106,520-43.5% |
| Participation rate | 92.4% | 33.9%+58.5pp | 54.2%+38.3pp | 71.3%+21.1pp |
| Annual return | 13.60% | 32.29%-18.7pp | 87.28%-73.7pp | 19.28%-5.7pp |
| Employer contribution / active EE | $1,242 | $460+170.3% | $1,160+7.1% | $2,840-56.3% |
| Participant deferral / active EE | $2,760 | $1,076+156.5% | $2,146+28.6% | $4,948-44.2% |
| Admin fee / account holder | $100 | $80+25.0% | $3,380-97.0% | $75+34.8% |