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 |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC1+ years Filed as: JANNEY MONTGOMERY SCOTT Service code 27 · EIN 23-0731260 | Advisory (Plan) | $57,448 |
MCCLAIN SMITH & WENZ PC1+ years Filed as: MCCLAIN, SMITH & WENZ, PC Service code 10 · EIN 38-3382520 | Accounting | $6,000 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $1,680 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $282 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $19 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,413 | $56,199+226.4% | $67,652+171.1% | $59,632+207.6% |
| Participation rate | 96.7% | 71.5%+25.2pp | 75.7%+21.0pp | 68.7%+28.0pp |
| Annual return | -1.82% | 18505.31%-18507.1pp | 6625.04%-6626.9pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $13,656 | $1,614+745.8% | $2,266+502.8% | $2,203+520.0% |
| Participant deferral / active EE | $4,081 | $2,844+43.5% | $3,560+14.6% | $3,192+27.9% |
| Admin fee / account holder | $529 | $3,958-86.6% | $4,821-89.0% | $4,297-87.7% |