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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $651,923 |
Filed as: RETIREMENT PLAN ADMINISTRATORS, LLC Service code 13 · EIN 58-2365498 | Contract Administrator | $430,980 |
MARIETTA WEALTH MANAGEMENT9 years Filed as: MARIETTA WEALTH MANAGEMENT LLC Service code 27 · EIN 47-5329166 | Advisory (Plan) | $156,802 |
Filed as: RETIREMENT PLAN ADMINISTRATORS Service code 13 | Contract Administrator | $25,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,133 | $145,877-82.1% | $150,045-82.6% | $102,872-74.6% |
| Participation rate | 94.3% | 79.8%+14.4pp | 82.3%+12.0pp | 73.0%+21.3pp |
| Annual return | 17.87% | 21.37%-3.5pp | 62.55%-44.7pp | 19.06%-1.2pp |
| Employer contribution / active EE | $2,465 | $4,710-47.7% | $4,693-47.5% | $3,526-30.1% |
| Participant deferral / active EE | $3,340 | $9,491-64.8% | $7,997-58.2% | $5,535-39.7% |
| Admin fee / account holder | $256 | $176+45.4% | $13,435-98.1% | $292-12.5% |