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 ADMINISTRATORS8 years Filed as: BENEFIT PLAN ADMINISTRATIVE SERVICE Service code 15 · EIN 16-1503696 | Recordkeeping | $250,771 |
ZENITH AMERICAN SOLUTIONS5 years Service code 14 · EIN 52-1590516 | Plan Administrator | $43,284 |
Service code 10 · EIN 14-1624930 | Accounting | $17,000 |
ROBERT CHEVERIE5 years Filed as: ROBERT CHEVERIE & ASSOCIATES PC Service code 29 · EIN 06-1335139 | Legal | $12,000 |
Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 · EIN 77-0645890 | Actuarial | $7,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,215 | $55,331-76.1% | $81,812-83.8% | $199,593-93.4% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 72.0%+28.0pp |
| Annual return | 11.43% | 19.59%-8.2pp | 773.79%-762.4pp | 34.25%-22.8pp |
| Employer contribution / active EE | $1,170 | $2,101-44.3% | $2,912-59.8% | $3,034-61.4% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,319-100.0% | $5,087-100.0% |
| Admin fee / account holder | $128 | $346-63.0% | $7,386-98.3% | $269-52.5% |