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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 |
|---|---|---|
FREEGULLIVER, LLC2 years Filed as: FREEGULLIVER, LLC. Service code 26 · EIN 72-1498534 | Advisory (Participants) | $16,766 |
Service code 12 · EIN 47-0098400 | Participant communication; Recordkeep... | $16,193 |
LEE CPA AUDIT GROUP1 year Service code 10 · EIN 81-4637885 | Accounting | $13,898 |
FIDUCIARY CONSULTING GROUP2 years Filed as: FIDUCIARY CONSULTING GROUP, INC Service code 12 · EIN 20-2807852 | Named fiduciary; Direct payment from ... | $10,060 |
DK TITLE LLC1 year Service code 38 · EIN 84-2459787 | Participant Communication | $7,417 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $653 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,982 | $61,272-78.8% | $149,673-91.3% | $71,457-81.8% |
| Participation rate | 72.7% | 62.5%+10.2pp | 78.8%-6.1pp | 67.9%+4.7pp |
| Annual return | 13.26% | 35.85%-22.6pp | 134.42%-121.2pp | 28.85%-15.6pp |
| Employer contribution / active EE | $528 | $2,378-77.8% | $4,818-89.0% | $2,588-79.6% |
| Participant deferral / active EE | $1,198 | $2,917-58.9% | $5,680-78.9% | $4,289-72.1% |
| Admin fee / account holder | $361 | $1,261-71.4% | $13,210-97.3% | $1,587-77.3% |