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 13-3689044 | Recordkeeping | $31,185 |
HASKELL & WHITE LLP1 year Service code 10 · EIN 33-0310569 | Accounting | $12,280 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,218 | $99,957-32.8% | $149,696-55.1% | $73,488-8.5% |
| Participation rate | 94.5% | 75.7%+18.8pp | 82.5%+12.0pp | 70.7%+23.8pp |
| Annual return | 14.13% | 53.87%-39.7pp | 276.60%-262.5pp | 28.51%-14.4pp |
| Employer contribution / active EE | $2,302 | $3,191-27.8% | $4,644-50.4% | $2,270+1.4% |
| Participant deferral / active EE | $8,497 | $6,073+39.9% | $6,842+24.2% | $3,740+127.2% |
| Admin fee / account holder | $379 | $551-31.2% | $9,309-95.9% | $513-26.2% |