See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS Service code 27 · EIN 52-6435649 | Advisory (Plan) | $143,549 |
ASPIRE FINANCIAL SERVICES5 years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 15 · EIN 27-1033755 | Recordkeeping | $109,071 |
DWC - THE 401(K) EXPERTS1 year Service code 14 · EIN 26-2091417 | Plan Administrator | $32,545 |
LT TRUST COMPANY4 years Filed as: MG TRUST COMPANY Service code 36 · EIN 75-3182674 | Participant communication; Copying an... | $12,183 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,645 | $111,608-63.6% | $177,821-77.1% | $73,409-44.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 13.63% | 18.23%-4.6pp | 48.32%-34.7pp | 59.29%-45.7pp |
| Employer contribution / active EE | $4,935 | $3,796+30.0% | $5,918-16.6% | $2,234+120.9% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,805-100.0% |
| Admin fee / account holder | $337 | $166+103.7% | $12,427-97.3% | $158+113.6% |