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 |
|---|---|---|
GOLDMAN SACHS9+ years Filed as: NEW ALBANY CAPITAL PARTNERS, LLC Service code 27 4200 REGENT ST., SUITE 200 · COLUMBUS, OH 43219 | Advisory (Plan) | $22,660 |
PENSERV PLAN SERVICES, INC.5 years Service code 15 P.O. BOX 3109 · WEST COLUMBIA, SC 29171 | Recordkeeping | $12,305 |
LT TRUST COMPANY1 year Filed as: MG TRUST COMPANY, LLC Service code 19 · EIN 73-3182674 | Securities Custodian | $5,991 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,207 | $47,126+2.3% | $149,673-67.8% | $74,419-35.2% |
| Participation rate | 28.0% | 63.4%-35.4pp | 78.8%-50.8pp | 70.7%-42.8pp |
| Annual return | 18.13% | 22.75%-4.6pp | 134.42%-116.3pp | 34.38%-16.3pp |
| Employer contribution / active EE | $653 | $1,905-65.7% | $4,818-86.5% | $2,637-75.3% |
| Participant deferral / active EE | $1,173 | $2,728-57.0% | $5,680-79.3% | $4,528-74.1% |
| Admin fee / account holder | $182 | $343-46.9% | $13,210-98.6% | $348-47.7% |