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 |
|---|---|---|
ANCORA ADVISORS6 years Filed as: ANCORA RETIREMENT ADVISORS Service code 27 6060 PARKLAND BLVD · CLEVELAND, OH 44124 | Advisory (Plan) | $65,751 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,455 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,266 | $76,670+29.5% | $96,683+2.7% | $71,457+38.9% |
| Participation rate | 84.9% | 66.6%+18.4pp | 74.3%+10.6pp | 67.9%+17.0pp |
| Annual return | 15.13% | 48.29%-33.2pp | 35.69%-20.6pp | 28.85%-13.7pp |
| Employer contribution / active EE | $3,048 | $3,031+0.6% | $3,737-18.4% | $2,588+17.8% |
| Participant deferral / active EE | $5,820 | $3,771+54.3% | $4,878+19.3% | $4,289+35.7% |
| Admin fee / account holder | $366 | $2,028-82.0% | $6,730-94.6% | $1,587-77.0% |