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 |
|---|---|---|
AB FUNDS1 year Filed as: ALLIANCEBERNSTEIN L.P. Service code 27 · EIN 13-4064930 | Advisory (Plan) | $77,667 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $31,272 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $312,466 | $132,049+136.6% | $200,582+55.8% | $74,304+320.5% |
| Participation rate | 70.8% | 84.1%-13.2pp | 86.9%-16.1pp | 60.3%+10.5pp |
| Annual return | 12.98% | 22.22%-9.2pp | 42.33%-29.4pp | 29.43%-16.5pp |
| Employer contribution / active EE | $4,230 | $4,558-7.2% | $6,419-34.1% | $2,241+88.8% |
| Participant deferral / active EE | $15,088 | $7,213+109.2% | $9,331+61.7% | $3,767+300.5% |
| Admin fee / account holder | $508 | $2,405-78.9% | $16,305-96.9% | $2,969-82.9% |