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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $46,582 |
ASCENSUS LLC2 years Filed as: FORUS ADVISORS LLC Service code 99 · EIN 46-1803145 | Other Fees | $34,639 |
PENSION ASSURANCE LLP3 years Service code 99 · EIN 30-0840934 | Other Fees | $11,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $80,251 | $51,045+57.2% | $70,515+13.8% | $71,457+12.3% |
| Participation rate | 55.2% | 59.4%-4.3pp | 68.3%-13.2pp | 67.9%-12.8pp |
| Annual return | 13.88% | 42.63%-28.7pp | 32.77%-18.9pp | 28.85%-15.0pp |
| Employer contribution / active EE | $0 | $1,790-100.0% | $2,973-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,016 | $3,026+32.7% | $4,567-12.1% | $4,289-6.4% |
| Admin fee / account holder | $374 | $1,994-81.2% | $6,412-94.2% | $1,587-76.4% |