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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 |
|---|---|---|
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $54,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,431 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,203 | $84,936+78.0% | $111,297+35.9% | $79,386+90.5% |
| Participation rate | 75.0% | 75.9%-0.9pp | 77.3%-2.3pp | 70.7%+4.3pp |
| Annual return | 11.09% | 17.45%-6.4pp | 54.65%-43.6pp | 116.85%-105.8pp |
| Employer contribution / active EE | $2,719 | $1,979+37.4% | $2,731-0.4% | $2,427+12.0% |
| Participant deferral / active EE | $6,552 | $3,888+68.5% | $4,487+46.0% | $4,046+62.0% |
| Admin fee / account holder | $594 | $537+10.6% | $7,964-92.5% | $626-5.2% |