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 |
|---|---|---|
WSRP, LLC5 years Filed as: WSRP CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 87-0517754 155 NORTH 400 WEST · SALT LAKE CITY, UT 84105 | Accounting | $21,750 |
Filed as: DEMARS PENSION CONSULTING Service code 15 8700 INDIAN CREEK PARKWAY · OVERLAND PARK, KS 66210 | Recordkeeping | $14,820 |
STERN BROTHERS1 year Filed as: STERN BORTHERS VALUATION ADVISORS Service code 34 1044 MAIN STREET · KANSAS CITY, MO 640152149 | Valuation (appraisals, etc.) | $12,950 |
Filed as: TRANSITION FINANCIAL SERVICES, LLC Service code 64 · EIN 13-4238973 | Recordkeeping Fees | $6,844 |
ASCENSUS LLC1 year Filed as: ASCENSUS- FUTURE PLAN Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $6,635 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,902 | $79,013+11.2% | $100,391-12.4% | $74,495+18.0% |
| Participation rate | 95.7% | 79.5%+16.2pp | 81.5%+14.2pp | 67.2%+28.5pp |
| Annual return | -1.90% | 20.41%-22.3pp | 49.20%-51.1pp | 1364.94%-1366.8pp |
| Employer contribution / active EE | $16,537 | $3,021+447.4% | $3,942+319.5% | $2,623+530.5% |
| Participant deferral / active EE | $0 | $7,760-100.0% | $8,082-100.0% | $4,346-100.0% |
| Admin fee / account holder | $470 | $1,320-64.4% | $7,899-94.0% | $1,942-75.8% |