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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $133,170 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA, INC. Service code 22 · EIN 11-2551174 | Insurance Broker | $53,802 |
Service code 10 · EIN 01-0871934 | Accounting | $22,163 |
HYBRID PROMOTIONS, LLC1 year Service code 35 · EIN 33-0838747 | Employee (plan sponsor) | $22,000 |
SUPERIORUSA CORPORATION2 years Service code 15 · EIN 41-1913603 | Recordkeeping | $14,164 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $4,903 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,753 | $71,142-44.1% | $119,609-66.8% | $64,808-38.7% |
| Participation rate | 88.7% | 78.6%+10.1pp | 79.3%+9.5pp | 71.5%+17.3pp |
| Annual return | -6.45% | -10.01%+3.6pp | -14.97%+8.5pp | 32.82%-39.3pp |
| Employer contribution / active EE | $2,423 | $2,497-3.0% | $4,232-42.8% | $2,506-3.3% |
| Participant deferral / active EE | $4,852 | $4,490+8.1% | $5,602-13.4% | $4,310+12.6% |
| Admin fee / account holder | $307 | $162+89.5% | $10,323-97.0% | $188+63.6% |