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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 |
|---|---|---|
FAIRHAVEN WEALTH MANAGEMENT, LLC5 years Service code 27 · EIN 47-2674388 | Advisory (Plan) | $26,870 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $16,900 |
UNION SPECIAL LLC9+ years Service code 13 · EIN 26-2167565 | Contract Administrator | $5,403 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,122 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,614 | $80,968+30.4% | $96,544+9.4% | $75,163+40.5% |
| Participation rate | 77.4% | 71.8%+5.6pp | 76.0%+1.4pp | 67.2%+10.2pp |
| Annual return | 10.91% | 27.06%-16.1pp | 25.84%-14.9pp | 160.62%-149.7pp |
| Employer contribution / active EE | $170 | $2,282-92.6% | $2,965-94.3% | $2,670-93.6% |
| Participant deferral / active EE | $3,671 | $3,928-6.5% | $4,851-24.3% | $4,125-11.0% |
| Admin fee / account holder | $521 | $6,724-92.2% | $8,252-93.7% | $5,651-90.8% |