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 |
|---|---|---|
SYM FINANCIAL CORPORATION6+ years Service code 27 801 PARK AVE · WINONA LAKE, IN 46590 | Advisory (Plan) | $177,761 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 200 DRYDEN RD · DRESHER PA, PA 19025 | Contract Administrator | $22,469 |
ASCENSUS LLC1 year Filed as: ASCENSUS INC Service code 13 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Contract Administrator | $12,634 |
ASCENSUS LLC4 years Filed as: BADEN GAGE & SCHROEDER, LLC Service code 10 6920 POINTE INVERNESS WY STE · FORT WAYNE, IN 46804 | Accounting | $10,700 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $859 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,345 | $176,491-47.7% | $95,952-3.8% | $90,288+2.3% |
| Participation rate | 100.0% | 86.6%+13.4pp | 77.1%+22.9pp | 73.4%+26.6pp |
| Annual return | 13.20% | 20.14%-6.9pp | 91.61%-78.4pp | 53.97%-40.8pp |
| Employer contribution / active EE | $2,246 | $2,789-19.5% | $2,541-11.6% | $2,524-11.0% |
| Participant deferral / active EE | $4,427 | $5,340-17.1% | $4,167+6.2% | $4,232+4.6% |
| Admin fee / account holder | $148 | $154-4.0% | $6,795-97.8% | $114+29.6% |