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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS8 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 12 · EIN 52-1590516 | Direct payment from the plan; Claims ... | $159,661 |
Filed as: DOVER CONSULTING Service code 27 · EIN 31-1281984 | Advisory (Plan) | $35,153 |
Service code 10 · EIN 31-0800053 | Accounting | $30,629 |
Filed as: FIDELITY Service code 13 · EIN 04-2647786 | Contract Administrator | $11,250 |
ASCENSUS LLC9 years Filed as: LEDBETTER, PARISI LLC Service code 29 · EIN 03-0599899 | Legal | $5,029 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,875 | $103,641-18.1% | $107,525-21.1% | $102,872-17.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 11.37% | 13.08%-1.7pp | 181.32%-169.9pp | 19.06%-7.7pp |
| Employer contribution / active EE | $6,271 | $5,096+23.1% | $3,754+67.1% | $3,526+77.8% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $254 | $276-7.9% | $8,919-97.1% | $292-12.9% |