Filed June 17, 2024
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PROTPA1 year Filed as: PROTPA LLC Service code 13 · EIN 84-4242529 580 LEXINGTON AVE · MANSFIELD, OH 44907 | Contract Administrator | $29,242 |
ESB WEALTH MANAGEMENT10+ years Service code 27 · EIN 27-5022450 P.O. BOX 636 · MANSFIELD, OH 449010636 | Advisory (Plan) | $23,470 |
CROWE LLP10+ years Filed as: CROWE HORWATH LLP Service code 19 · EIN 35-0921680 155 W NATIONWIDE BLVD SUITE 500 · COLUMBUS, OH 432152570 | Securities Custodian | $18,375 |
MATRIX TRUST COMPANY4 years Service code 19 717 17TH STREET, SUITE 1300 · DENVER, CO 80201 | Securities Custodian | $6,519 |
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 | $81,471 | $122,239-33.4% | $184,203-55.8% | $74,495+9.4% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 17.03% | 19.95%-2.9pp | 28.81%-11.8pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $3,293 | $4,537-27.4% | $6,427-48.8% | $2,623+25.5% |
| Participant deferral / active EE | $3,917 | $7,139-45.1% | $9,131-57.1% | $4,346-9.9% |
| Admin fee / account holder | $446 | $1,260-64.6% | $13,901-96.8% | $1,942-77.0% |