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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 |
|---|---|---|
TEN CAPITAL INVESTMENT ADVISORS LLC6 years Service code 27 · EIN 42-4091726 | Advisory (Plan) | $29,143 |
RANDALL & HURLEY, INC.5 years Service code 12 · EIN 91-1661080 | Participant communication; Recordkeep... | $2,175 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,079 | $93,571-39.0% | $135,903-58.0% | $75,163-24.1% |
| Participation rate | 90.3% | 75.2%+15.1pp | 81.9%+8.4pp | 67.2%+23.1pp |
| Annual return | 18.39% | 30.90%-12.5pp | 68.23%-49.8pp | 160.62%-142.2pp |
| Employer contribution / active EE | $3,022 | $3,537-14.6% | $4,856-37.8% | $2,670+13.2% |
| Participant deferral / active EE | $5,660 | $6,404-11.6% | $7,758-27.0% | $4,125+37.2% |
| Admin fee / account holder | $312 | $6,975-95.5% | $10,762-97.1% | $5,651-94.5% |