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 |
|---|---|---|
SYNOVUS TRUST COMPANY9+ years Filed as: SYNOVUS TRUST COMPANY, NA Service code 15 · EIN 58-2146977 | Recordkeeping | $39,850 |
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Participant communication; Contract A... | $18,173 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,307 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,798 | $62,327+60.1% | $120,354-17.1% | $74,495+34.0% |
| Participation rate | 99.3% | 56.8%+42.5pp | 71.9%+27.4pp | 67.2%+32.1pp |
| Annual return | 14.46% | 18.61%-4.1pp | 107.15%-92.7pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $6,667 | $1,843+261.7% | $3,463+92.5% | $2,623+154.2% |
| Participant deferral / active EE | $2,317 | $2,893-19.9% | $4,991-53.6% | $4,346-46.7% |
| Admin fee / account holder | $362 | $2,396-84.9% | $9,423-96.2% | $1,942-81.4% |