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 ADVISORS7 years Filed as: STATE BANK AND TRUST COMPANY Service code 24 401 CLINTON ST · DEFIANCE, OH 43512 | Discretionary Trustee | $37,697 |
USI CONSULTING GROUP3 years Service code 13 · EIN 06-1053228 | Contract Administrator | $14,670 |
RAMSEY SOLUTIONS1 year Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Participants) | $7,455 |
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 | $55,984 | $58,926-5.0% | $97,226-42.4% | $74,495-24.8% |
| Participation rate | 63.2% | 63.5%-0.3pp | 72.7%-9.4pp | 67.2%-4.0pp |
| Annual return | 11.45% | 16.04%-4.6pp | 75.13%-63.7pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $1,437 | $1,894-24.1% | $2,729-47.3% | $2,623-45.2% |
| Participant deferral / active EE | $3,937 | $3,664+7.5% | $4,264-7.7% | $4,346-9.4% |
| Admin fee / account holder | $367 | $1,974-81.4% | $5,654-93.5% | $1,942-81.1% |