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 |
|---|---|---|
CORRELL CO.7+ years Service code 64 · EIN 36-3492086 | Recordkeeping Fees | $45,422 |
KEATING & ASSOCIATES, INC.4 years Filed as: KEATING, MUETHING & KLEKAMP Service code 29 1400 PROVIDENT TOWER · CINCINNITI, OH 45202 | Legal | $30,700 |
CORRELL CO. INVESTMENT SERVICES7+ years Filed as: CORRELL CO. INVESTMENT SERVICES COR Service code 28 · EIN 36-3400965 | Investment Management | $25,993 |
LOCKTON INVESTMENT ADVISORS, LLC6+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 17 · EIN 20-3247391 | Pension Consulting | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,405 | $41,647+54.6% | $96,139-33.0% | $86,799-25.8% |
| Participation rate | 18.1% | 50.2%-32.1pp | 68.4%-50.3pp | 72.3%-54.1pp |
| Annual return | 13.22% | 27.24%-14.0pp | 191.94%-178.7pp | 97.91%-84.7pp |
| Employer contribution / active EE | $0 | $1,318-100.0% | $2,797-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,505 | $2,412-37.6% | $4,349-65.4% | $4,131-63.6% |
| Admin fee / account holder | $358 | $169+111.6% | $5,537-93.5% | $170+111.4% |