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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE BANK AND TRUST COMPANY Service code 24 401 CLINTON ST · DEFIANCE, OH 43512 | Discretionary Trustee | $31,042 |
USI CONSULTING GROUP2 years Filed as: FINDLEY, A DIVISION OF USI Service code 13 · EIN 06-1053228 | Contract Administrator | $12,088 |
THE LAMPO GROUP, INC.3 years Filed as: THE LAMPO GROUP LLC Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Participants) | $6,435 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,171 | $60,488-15.4% | $109,895-53.4% | $79,386-35.5% |
| Participation rate | 52.6% | 67.0%-14.5pp | 74.2%-21.6pp | 70.7%-18.1pp |
| Annual return | 13.32% | 189.57%-176.3pp | 29.45%-16.1pp | 116.85%-103.5pp |
| Employer contribution / active EE | $483 | $1,649-70.7% | $2,842-83.0% | $2,427-80.1% |
| Participant deferral / active EE | $2,591 | $3,220-19.5% | $4,048-36.0% | $4,046-36.0% |
| Admin fee / account holder | $370 | $605-38.8% | $6,066-93.9% | $626-41.0% |