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 |
|---|---|---|
FORVIS MAZARS, LLP1 year Filed as: FORVIS Service code 37 4350 CONGRESS STREET, SUITE 900 · CHARLOTTE, NC 28209 | Loan Processing | $95,046 |
STOLL KEENON OGDEN1 year Filed as: STOLL KENNON OGDEN PLLC Service code 29 300 WEST VINE ST. SUITE 2100 · LEXINGTON, KY 40507 | Legal | $21,501 |
KATZ, SAPPER & MILLER1 year Service code 10 · EIN 35-1090346 800 EAST 96TH STREET, SUITE 500 · INDIANAPOLIS, IN 46240 | Accounting | $18,500 |
WEALTHSOUTH1 year Service code 31 304 W. MAIN STREET · DANVILLE, KS 40422 | Named fiduciary | $12,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,395 | $126,574-84.7% | $106,213-81.7% | $145,922-86.7% |
| Participation rate | 0.0% | 77.6%-77.6pp | 75.3%-75.3pp | 80.3%-80.3pp |
| Annual return | 52.37% | 224.79%-172.4pp | 116.14%-63.8pp | 561.29%-508.9pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $5,016-100.0% | $6,688-100.0% |
| Admin fee / account holder | $174 | $17,304-99.0% | $11,033-98.4% | $13,397-98.7% |