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.
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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 |
|---|---|---|
SEI INVESTMENTS6+ years Filed as: SEI INSTITUTIONAL GROUP Service code 27 190 S. LASALLE STREET · CHICAGO, IL 60603 | Advisory (Plan) | $99,506 |
VOYRS, SATER, SEYMOUR, AND PEASE6+ years Service code 29 EAST GAY STREET · COLUMBUS, OH 43215 | Legal | $87,533 |
AMERICAN REALTY ADVISORS6+ years Filed as: AMERICAN BENEFITS CORP. Service code 11 3150 US ROUTE 60 · ONA, WV 25545 | Actuarial | $38,085 |
LATITUDE SERVICE COMPANY INC2 years Filed as: LATITUDE SERVICE COMPANY Service code 13 1500 NORTH OAK DRIVE · PLYMOUTH, IN 465633431 | Contract Administrator | $27,100 |
GRAY, GRIFFITH & MAYS, A.C.3 years Filed as: GRAY, GRIFFITH, & MAYS Service code 10 707 VIRGINIA ST. E #400 · CHARLESTON, WV 25301 | Accounting | $13,730 |
THE SEGAL COMPANY4 years Filed as: SEGAL SELECT INSURANCE SERVICES, IN Service code 23 101 NORTH WACKER DRIVE, SUITE 500 · CHICAGO, IL 60606 | Direct payment from the plan; Insuran... | $10,638 |
ASCENSUS LLC3 years Filed as: LEDBETTER PARISI Service code 29 5078 WOOSTER ROAD, SUITE 400 · CINCINNATI, OH 45226 | Legal | $7,106 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,689 | $91,517-58.8% | $101,248-62.8% | $73,409-48.7% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 9.07% | 17.17%-8.1pp | 46.47%-37.4pp | 59.29%-50.2pp |
| Employer contribution / active EE | $5,947 | $2,877+106.7% | $3,660+62.5% | $2,234+166.3% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $394 | $216+82.4% | $5,945-93.4% | $158+149.3% |