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 |
|---|---|---|
Filed as: STOUT RISIUS ROSS Service code 34 · EIN 38-3003685 | Valuation (appraisals, etc.) | $28,000 |
CROWE LLP1 year Service code 15 · EIN 35-0921680 | Recordkeeping | $25,431 |
THE ERISA FIDUCIARY GROUP LLC1 year Service code 24 · EIN 47-3735801 12401 CRABAPPE MEADOW · ALPHARETTA, GA 30004 | Discretionary Trustee | $12,000 |
WILMINGTON TRUST1 year Service code 24 · EIN 16-1486454 | Discretionary Trustee | $9,887 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,861 | $87,733+18.4% | $106,548-2.5% | $85,850+21.0% |
| Participation rate | 96.4% | 71.9%+24.5pp | 76.1%+20.3pp | 69.3%+27.1pp |
| Annual return | 28.74% | 21.86%+6.9pp | 26.80%+1.9pp | 318.53%-289.8pp |
| Employer contribution / active EE | $16,904 | $2,073+715.5% | $2,819+499.7% | $2,565+559.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $761 | $6,767-88.8% | $7,407-89.7% | $6,260-87.8% |