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 |
|---|---|---|
ROYAL ALLIANCE ASSOCIATES INC1+ years Filed as: ROYAL ALLIANCE Service code 19 · EIN 26-0142879 | Securities Custodian | $17,654 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $10,427 |
FIRST OHIO PLANNING1+ years Service code 16 1429 KING AVENUE · COLUMBUS, OH 43212 | Consulting | $8,184 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,033 | $57,108+47.1% | $94,224-10.8% | $52,331+60.6% |
| Participation rate | 94.5% | 72.9%+21.6pp | 78.8%+15.8pp | 68.1%+26.4pp |
| Annual return | 0.95% | 1.47%-0.5pp | 10.68%-9.7pp | 4.54%-3.6pp |
| Employer contribution / active EE | $2,296 | $1,735+32.3% | $3,587-36.0% | $1,882+22.0% |
| Participant deferral / active EE | $4,345 | $3,040+43.0% | $4,320+0.6% | $3,022+43.8% |
| Admin fee / account holder | $319 | $546-41.6% | $6,269-94.9% | $592-46.0% |