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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 |
|---|---|---|
FOX ROTHSCHILD LLP4+ years Service code 99 · EIN 23-1404723 | Other Fees | $29,576 |
EISNERAMPER LLP3 years Filed as: EISNER AMPER Service code 99 · EIN 13-1639826 | Other Fees | $22,000 |
APS PENSION & FINANCIAL SERVICES IN4+ years Service code 99 · EIN 11-2588222 | Other Fees | $6,831 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,274 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $336,018 | $73,102+359.7% | $123,544+172.0% | $56,287+497.0% |
| Participation rate | 98.5% | 74.3%+24.2pp | 82.3%+16.2pp | 69.9%+28.6pp |
| Annual return | 90.20% | 3.01%+87.2pp | 119.20%-29.0pp | -9.96%+100.2pp |
| Employer contribution / active EE | $8,464 | $2,977+184.3% | $4,628+82.9% | $2,111+301.0% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $522 | $554-5.7% | $9,284-94.4% | $521+0.2% |