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 |
|---|---|---|
Filed as: ALDRICH CPAS AND ADVISORS, LLP Service code 10 · EIN 93-0623286 | Accounting | $15,707 |
Filed as: MERRILL LYNCH Service code 22 · EIN 13-2808480 | Insurance Broker | $4,204 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $2,720 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,912 | $55,449-11.8% | $83,848-41.7% | $56,287-13.1% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -4.85% | -1.38%-3.5pp | 850.88%-855.7pp | -9.96%+5.1pp |
| Employer contribution / active EE | $3,562 | $2,430+46.6% | $3,631-1.9% | $2,111+68.7% |
| Participant deferral / active EE | $3,840 | $2,935+30.8% | $4,082-5.9% | $3,350+14.6% |
| Admin fee / account holder | $102 | $656-84.4% | $5,478-98.1% | $521-80.3% |