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 |
|---|---|---|
BARCLAY PLANNING GROUP1 year Service code 13 · EIN 38-3466149 345 DIVERSION STREET · ROCHESTER, MI 48307 | Contract Administrator | $4,954 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $895 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,472 | $52,293+4.2% | $178,490-69.5% | $73,409-25.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 12.58% | 34.75%-22.2pp | 151.07%-138.5pp | 59.29%-46.7pp |
| Employer contribution / active EE | $2,995 | $1,735+72.6% | $5,011-40.2% | $2,234+34.1% |
| Participant deferral / active EE | $3,766 | $2,332+61.5% | $5,202-27.6% | $3,805-1.0% |
| Admin fee / account holder | $17 | $127-86.6% | $13,984-99.9% | $158-89.2% |