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 |
|---|---|---|
Filed as: CHIAMPOU TRAVIS BESAW & KERSHNER LL Service code 10 · EIN 16-1468002 | Accounting | $10,100 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,643 |
LAWLEY RETIREMENT ADVISORS LLC8+ years Filed as: LAWLEY RETIREMENT ADVISORS, LLC Service code 27 · EIN 27-4034238 | Advisory (Plan) | $6,410 |
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 13 · EIN 16-1186135 | Contract Administrator | $3,543 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,197 | $51,045-54.6% | $70,515-67.1% | $71,457-67.5% |
| Participation rate | 38.8% | 59.4%-20.6pp | 68.3%-29.5pp | 67.9%-29.1pp |
| Annual return | 14.84% | 42.63%-27.8pp | 32.77%-17.9pp | 28.85%-14.0pp |
| Employer contribution / active EE | $460 | $1,790-74.3% | $2,973-84.5% | $2,588-82.2% |
| Participant deferral / active EE | $1,232 | $3,026-59.3% | $4,567-73.0% | $4,289-71.3% |
| Admin fee / account holder | $345 | $1,994-82.7% | $6,412-94.6% | $1,587-78.3% |