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 |
|---|---|---|
BLITMAN & KING1+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $22,512 |
EBS ASSET MANAGEMENT1+ years Filed as: EBS RMSCO, INC. Service code 15 · EIN 16-1171765 | Recordkeeping | $12,288 |
Filed as: ARCARA ZUCARELLI LENDA & STRAKA CPA Service code 10 · EIN 47-1793720 | Accounting | $10,888 |
THE BOGDAHN GROUP1+ years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $10,833 |
MATRIX TRUST COMPANY1+ years Filed as: MG TRUST COMPANY DBA MATRIX TRUST Service code 19 · EIN 75-3182674 | Securities Custodian | $3,596 |
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 | $40,170 | $70,667-43.2% | $123,104-67.4% | $52,331-23.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | -6.87% | 6.23%-13.1pp | 13.22%-20.1pp | 4.54%-11.4pp |
| Employer contribution / active EE | $4,486 | $2,946+52.3% | $5,151-12.9% | $1,882+138.4% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,230-100.0% | $3,022-100.0% |
| Admin fee / account holder | $562 | $506+10.9% | $9,015-93.8% | $592-5.0% |