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 |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS6 years Filed as: BENEFIT PLAN ADMINISTRATIVE SERVICE Service code 15 · EIN 16-1503696 | Recordkeeping | $223,669 |
ZENITH AMERICAN SOLUTIONS3 years Service code 14 · EIN 52-1590516 | Plan Administrator | $43,179 |
Service code 10 · EIN 14-1624930 | Accounting | $14,600 |
ROBERT CHEVERIE3 years Filed as: ROBERT CHEVERIE & ASSOCIATES PC Service code 29 · EIN 06-1335139 | Legal | $12,247 |
SUMMIT ACTUARIAL SERVICE7+ years Service code 11 · EIN 77-0645890 | Actuarial | $7,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,187 | $43,113-71.7% | $82,719-85.3% | $77,904-84.4% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.6%+27.4pp | 73.7%+26.3pp |
| Annual return | -10.61% | 2.60%-13.2pp | 701.18%-711.8pp | 12.21%-22.8pp |
| Employer contribution / active EE | $1,049 | $1,924-45.5% | $3,009-65.1% | $2,848-63.2% |
| Participant deferral / active EE | $0 | $3,057-100.0% | $4,395-100.0% | $4,806-100.0% |
| Admin fee / account holder | $135 | $102+32.3% | $5,329-97.5% | $133+2.1% |