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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 |
|---|---|---|
SYNOVUS TRUST COMPANY10+ years Filed as: SYNOVUS TRUST COMPANY, NA Service code 15 · EIN 58-2146977 | Recordkeeping | $44,190 |
AMERITAS LIFE INSURANCE CORP3 years Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Other services; Direct payment from t... | $12,302 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $8,219 |
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.
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 | $109,024 | $68,914+58.2% | $136,749-20.3% | $74,304+46.7% |
| Participation rate | 99.3% | 51.3%+48.0pp | 72.1%+27.2pp | 60.3%+39.0pp |
| Annual return | 6.02% | 16.34%-10.3pp | 24.33%-18.3pp | 29.43%-23.4pp |
| Employer contribution / active EE | $4,054 | $1,561+159.7% | $3,400+19.3% | $2,241+80.9% |
| Participant deferral / active EE | $2,464 | $2,541-3.0% | $4,692-47.5% | $3,767-34.6% |
| Admin fee / account holder | $383 | $3,149-87.8% | $11,386-96.6% | $2,969-87.1% |