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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.
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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 |
|---|---|---|
REEDMARK ADVISORS LLC1 year Filed as: REEDMARK ADVISORS, LLC Service code 26 · EIN 47-2123502 | Advisory (Participants) | $12,143 |
TRI-AD ACTUARIES, INC.8+ years Service code 10 · EIN 95-2887986 | Accounting | $11,740 |
MORGENSTERN WAXMAN ELLERSHAW4 years Service code 10 · EIN 81-4670608 | Accounting | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,163 | $59,805+37.4% | $79,550+3.3% | $68,494+20.0% |
| Participation rate | 70.8% | 61.1%+9.8pp | 69.5%+1.3pp | 67.9%+2.9pp |
| Annual return | -13.38% | -12.30%-1.1pp | 0.16%-13.5pp | -7.84%-5.5pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,383 | $3,024+44.9% | $3,985+10.0% | $4,027+8.8% |
| Admin fee / account holder | $673 | $4,835-86.1% | $6,832-90.1% | $5,403-87.5% |