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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.
See the 6-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 |
|---|---|---|
LEE CPA AUDIT GROUP2 years Service code 10 · EIN 81-4637885 | Accounting | $21,030 |
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Recordkeeping and information managem... | $15,817 |
FREEGULLIVER, LLC3 years Filed as: FREEGULLIVER, LLC. Service code 26 · EIN 72-1498534 | Advisory (Participants) | $15,794 |
FIDUCIARY CONSULTING GROUP3 years Filed as: FIDUCIARY CONSULTING GROUP, INC Service code 14 · EIN 20-2807852 | Plan Administrator | $9,476 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $616 |
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.
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 | $20,066 | $81,248-75.3% | $155,509-87.1% | $80,856-75.2% |
| Participation rate | 70.9% | 66.2%+4.7pp | 78.2%-7.3pp | 67.6%+3.3pp |
| Annual return | -12.82% | 33.31%-46.1pp | 64.67%-77.5pp | 35.59%-48.4pp |
| Employer contribution / active EE | $1,191 | $3,100-61.6% | $4,672-74.5% | $2,755-56.8% |
| Participant deferral / active EE | $2,704 | $3,452-21.7% | $5,626-51.9% | $4,296-37.1% |
| Admin fee / account holder | $1,024 | $7,997-87.2% | $15,912-93.6% | $6,918-85.2% |