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 ADVISORS7 years Filed as: ANCORA RETIREMENT ADVISORS Service code 27 6060 PARKLAND BLVD · CLEVELAND, OH 44124 | Advisory (Plan) | $70,530 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,305 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $97,516 | $80,724+20.8% | $103,333-5.6% | $74,495+30.9% |
| Participation rate | 65.0% | 65.7%-0.7pp | 74.5%-9.5pp | 67.2%-2.2pp |
| Annual return | 12.57% | 27.56%-15.0pp | 24.88%-12.3pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $2,387 | $3,157-24.4% | $3,868-38.3% | $2,623-9.0% |
| Participant deferral / active EE | $4,094 | $3,860+6.1% | $5,057-19.1% | $4,346-5.8% |
| Admin fee / account holder | $340 | $2,368-85.6% | $8,355-95.9% | $1,942-82.5% |