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 SACHS10+ years Filed as: NEW ALBANY CAPITAL PARTNERS, LLC Service code 27 4200 REGENT ST., SUITE 200 · COLUMBUS, OH 43219 | Advisory (Plan) | $26,197 |
PENSERV PLAN SERVICES, INC.6 years Service code 15 P.O. BOX 3109 · WEST COLUMBIA, SC 29171 | Recordkeeping | $13,096 |
LT TRUST COMPANY2 years Filed as: MG TRUST COMPANY, LLC Service code 19 · EIN 73-3182674 | Securities Custodian | $5,695 |
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 | $54,389 | $50,815+7.0% | $155,509-65.0% | $77,643-29.9% |
| Participation rate | 27.3% | 63.1%-35.8pp | 78.2%-50.9pp | 70.6%-43.3pp |
| Annual return | 13.22% | 34.80%-21.6pp | 64.67%-51.4pp | 31.24%-18.0pp |
| Employer contribution / active EE | $630 | $1,993-68.4% | $4,672-86.5% | $2,726-76.9% |
| Participant deferral / active EE | $1,092 | $2,822-61.3% | $5,626-80.6% | $4,647-76.5% |
| Admin fee / account holder | $205 | $437-53.0% | $15,912-98.7% | $430-52.3% |