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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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PHILLIPS FINANCIAL MANAGEMENT, LLC Service code 26 6920 POINTE INVERNESS WAY, STE 230 · FORT WAYNE, IN 46804 | Advisory (Participants) | $15,168 |
DULIN, WARD & DEWALD, INC.7+ years Service code 10 9921 DUPONT CIR DR W, STE 300 · FORT WAYNE, IN 46825 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,815 | $30,555+144.9% | $80,716-7.3% | $86,799-13.8% |
| Participation rate | 16.7% | 37.2%-20.5pp | 54.2%-37.4pp | 72.3%-55.5pp |
| Annual return | 14.83% | 30.35%-15.5pp | 87.28%-72.4pp | 97.91%-83.1pp |
| Employer contribution / active EE | $0 | $472-100.0% | $1,160-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $241 | $1,050-77.0% | $2,146-88.8% | $4,131-94.2% |
| Admin fee / account holder | $322 | $135+137.4% | $3,380-90.5% | $170+89.7% |