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 |
|---|---|---|
SYM FINANCIAL CORPORATION9+ years Service code 27 801 PARK AVEMUE · WINONA LAKE, IN 46590 | Advisory (Plan) | $47,780 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,739 |
Filed as: HAINES ISENBARGER & SKIBA, LLC Service code 10 4630-8 W JEFFERSON BLVD · FORT WAYNE, IN 46804 | Accounting | $10,750 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 | Contract Administrator | $10,000 |
Filed as: BENEFIT PLANS PLUS LLC Service code 13 11701 BORMAN DRIVE · ST. LOUIS, MO 63146 | Contract Administrator | $6,158 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,244 | $130,194-46.8% | $169,993-59.3% | $71,457-3.1% |
| Participation rate | 90.8% | 86.1%+4.7pp | 87.0%+3.8pp | 67.9%+22.9pp |
| Annual return | 22.01% | 20.37%+1.6pp | 53.37%-31.4pp | 28.85%-6.8pp |
| Employer contribution / active EE | $1,077 | $4,381-75.4% | $6,785-84.1% | $2,588-58.4% |
| Participant deferral / active EE | $7,074 | $6,923+2.2% | $10,408-32.0% | $4,289+64.9% |
| Admin fee / account holder | $460 | $966-52.3% | $12,815-96.4% | $1,587-71.0% |