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: EGSI INVESTMENT MANAGEMENT INC Service code 26 · EIN 26-3496856 6001 TAIN DR · DUBLIN, OH 43016 | Advisory (Participants) | $19,913 |
PAYCHEX, INC.6 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,913 |
FI401K ADVISORS LLC1 year Service code 26 6041 S. SYRACUSE WAY, STE 200 · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $5,476 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,633 | $60,323-52.5% | $81,812-65.0% | $74,495-61.6% |
| Participation rate | 89.6% | 62.9%+26.7pp | 72.3%+17.2pp | 67.2%+22.4pp |
| Annual return | 11.88% | 16.90%-5.0pp | 773.79%-761.9pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $1,659 | $2,620-36.7% | $2,912-43.0% | $2,623-36.8% |
| Participant deferral / active EE | $2,822 | $3,387-16.7% | $4,319-34.6% | $4,346-35.1% |
| Admin fee / account holder | $215 | $1,486-85.5% | $7,386-97.1% | $1,942-88.9% |