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 7-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 |
|---|---|---|
AVANTAX INSURANCE AGENCY LLC4 years Filed as: CHIN PO AVANTAX ADVISORY SERVICES Service code 27 1170 CORPORATE DR W · ARLINGTON, TX 76006 | Advisory (Plan) | $21,985 |
EPLAN ADVISORS, LLC1 year Filed as: FAST 401K INC DBA EPLAN SERVICES IN Service code 17 · EIN 36-4352674 | Pension Consulting | $13,969 |
Filed as: MESIROW FINANCIAL FIDUCIARY SERVICE Service code 27 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $2,199 |
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 | $56,584 | $102,317-44.7% | $146,958-61.5% | $80,856-30.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 19.74% | 134.76%-115.0pp | 418.34%-398.6pp | 35.59%-15.9pp |
| Employer contribution / active EE | $3,275 | $3,713-11.8% | $4,933-33.6% | $2,755+18.9% |
| Participant deferral / active EE | $7,615 | $6,644+14.6% | $8,070-5.6% | $4,296+77.3% |
| Admin fee / account holder | $434 | $7,941-94.5% | $12,998-96.7% | $6,918-93.7% |