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 |
|---|---|---|
Service code 27 · EIN 46-4198717 | Advisory (Plan) | $20,198 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $18,727 |
WILLIAM E HOWE8 years Service code 10 · EIN 23-1682016 | Accounting | $9,685 |
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 | $43,686 | $62,127-29.7% | $81,382-46.3% | $74,495-41.4% |
| Participation rate | 85.2% | 64.0%+21.2pp | 69.5%+15.7pp | 67.2%+18.0pp |
| Annual return | 11.74% | 16.48%-4.7pp | 24.73%-13.0pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $1,587 | $1,882-15.7% | $2,463-35.6% | $2,623-39.5% |
| Participant deferral / active EE | $2,373 | $3,229-26.5% | $3,883-38.9% | $4,346-45.4% |
| Admin fee / account holder | $325 | $1,934-83.2% | $5,768-94.4% | $1,942-83.2% |