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 CORPORATION10+ years Service code 27 801 PARK AVEMUE · WINONA LAKE, IN 46590 | Advisory (Plan) | $48,796 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,879 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 | Contract Administrator | $10,000 |
Filed as: HAINES ISENBARGER & SKIBA, LLC Service code 10 4630-8 W JEFFERSON BLVD · FORT WAYNE, IN 46804 | Accounting | $10,000 |
Filed as: BENEFIT PLANS PLUS LLC Service code 13 11701 BORMAN DRIVE · ST. LOUIS, MO 63146 | Contract Administrator | $6,908 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,425 | $122,239-28.5% | $184,203-52.5% | $74,495+17.4% |
| Participation rate | 89.9% | 85.5%+4.5pp | 86.8%+3.1pp | 67.2%+22.7pp |
| Annual return | 15.08% | 19.95%-4.9pp | 28.81%-13.7pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $1,225 | $4,537-73.0% | $6,427-80.9% | $2,623-53.3% |
| Participant deferral / active EE | $7,509 | $7,139+5.2% | $9,131-17.8% | $4,346+72.8% |
| Admin fee / account holder | $530 | $1,260-57.9% | $13,901-96.2% | $1,942-72.7% |