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 |
|---|---|---|
Filed as: ANCORA RETIREMENT PLAN ADVISORS, IN Service code 27 · EIN 23-2697799 | Advisory (Plan) | $36,890 |
ANCORA ADVISORS1 year Filed as: ANCORA RETIREMENT ADVISORS Service code 27 6060 PARKLAND BLVD · CLEVELAND, OH 44124 | Advisory (Plan) | $13,081 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $2,006 |
Filed as: FLEXIBLE BENEFITS SYSTEMS Service code 50 · EIN 34-1722481 | Direct Payment | $1,757 |
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 | $92,177 | $55,449+66.2% | $83,848+9.9% | $56,287+63.8% |
| Participation rate | 82.4% | 68.0%+14.4pp | 76.1%+6.3pp | 69.9%+12.5pp |
| Annual return | -3.92% | -1.38%-2.5pp | 850.88%-854.8pp | -9.96%+6.0pp |
| Employer contribution / active EE | $2,380 | $2,430-2.1% | $3,631-34.4% | $2,111+12.8% |
| Participant deferral / active EE | $5,430 | $2,935+85.0% | $4,082+33.0% | $3,350+62.1% |
| Admin fee / account holder | $407 | $656-37.9% | $5,478-92.6% | $521-21.9% |