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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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $44,672 |
THE MANDMARBLESTONE GROUP LLC4+ years Service code 13 · EIN 20-4780677 | Contract Administrator | $1,865 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $159,542 | $81,474+95.8% | $133,956+19.1% | $73,488+117.1% |
| Participation rate | 93.0% | 76.4%+16.6pp | 79.8%+13.1pp | 70.7%+22.3pp |
| Annual return | 18.55% | 19.40%-0.9pp | 45.09%-26.5pp | 28.51%-10.0pp |
| Employer contribution / active EE | $1,972 | $2,209-10.7% | $3,919-49.7% | $2,270-13.1% |
| Participant deferral / active EE | $7,456 | $3,786+96.9% | $5,048+47.7% | $3,740+99.4% |
| Admin fee / account holder | $355 | $713-50.2% | $8,927-96.0% | $513-30.8% |