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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.
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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: JOHN BIRTCH Service code 14 · EIN 16-6023926 | Plan Administrator | $27,459 |
MY GROUP LLC1 year Filed as: P&A GROUP Service code 15 · EIN 16-1533601 | Recordkeeping | $16,916 |
Service code 10 · EIN 47-1793720 | Accounting | $14,150 |
BLITMAN & KING2+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $13,625 |
ANDCO CONSULTING1 year Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,108 | $87,841-54.3% | $133,980-70.1% | $62,891-36.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 7.10% | 12.05%-4.9pp | 29.30%-22.2pp | 20.14%-13.0pp |
| Employer contribution / active EE | $6,123 | $3,483+75.8% | $5,211+17.5% | $2,281+168.4% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $464 | $5,371-91.4% | $9,324-95.0% | $4,296-89.2% |