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 6-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 |
|---|---|---|
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $46,993 |
T ROWE PRICE RPS INC6+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $37,865 |
PASI, LLC6+ years Service code 16 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Consulting | $20,030 |
TEPLITZKY AND COMPANY PC6+ years Service code 10 1 BRADLEY ROAD · WOODBRIDGE, CT 06525 | Accounting | $18,900 |
CHARLES SCHWAB & CO., INC.6+ years Service code 15 · EIN 94-1737782 | Recordkeeping | $2,231 |
ROBINSON & COLE LLP4 years Filed as: ROBINSON & COLE Service code 29 280 TRUMBULL STREET · HARTFORD, CT 06103 | Legal | $1,388 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB AND CO INC Service code 33 | Direct payment from the plan; Shareho... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $451,672 | $50,815+788.9% | $155,509+190.4% | $77,643+481.7% |
| Participation rate | 94.5% | 63.1%+31.4pp | 78.2%+16.3pp | 70.6%+23.9pp |
| Annual return | 16.84% | 34.80%-18.0pp | 64.67%-47.8pp | 31.24%-14.4pp |
| Employer contribution / active EE | $15,892 | $1,993+697.5% | $4,672+240.1% | $2,726+483.0% |
| Participant deferral / active EE | $14,676 | $2,822+420.1% | $5,626+160.9% | $4,647+215.8% |
| Admin fee / account holder | $231 | $437-47.1% | $15,912-98.5% | $430-46.3% |