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.
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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 | $29,543 |
MY GROUP LLC4 years Filed as: P&A GROUP Service code 15 · EIN 16-1533801 | Recordkeeping | $16,149 |
Service code 10 · EIN 47-1793720 | Accounting | $15,728 |
BLITMAN & KING5+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $12,925 |
ANDCO CONSULTING4 years Filed as: ANDCO CONSULTING, LLC Service code 16 · EIN 59-3676225 | Consulting | $11,000 |
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 | $53,807 | $109,359-50.8% | $162,163-66.8% | $72,985-26.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 18.54% | 25.46%-6.9pp | 115.59%-97.1pp | 81.00%-62.5pp |
| Employer contribution / active EE | $3,530 | $3,907-9.7% | $5,614-37.1% | $2,440+44.7% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,298-100.0% | $3,607-100.0% |
| Admin fee / account holder | $551 | $7,972-93.1% | $10,843-94.9% | $5,124-89.3% |