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 CORPORATION10+ years Service code 27 801 PARK AVE · WINONA LAKE, IN 46590 | Advisory (Plan) | $34,896 |
Service code 27 6920 POINTE INVERNESS WAY STE 230 · FORT WAYNE, IN 46804 | Advisory (Plan) | $17,799 |
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $13,896 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,149 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,860 | $96,484+13.9% | $156,263-29.7% | $74,304+47.9% |
| Participation rate | 94.2% | 67.7%+26.5pp | 78.9%+15.3pp | 60.3%+33.8pp |
| Annual return | 12.23% | 17.73%-5.5pp | 59.47%-47.2pp | 29.43%-17.2pp |
| Employer contribution / active EE | $3,883 | $2,528+53.6% | $4,333-10.4% | $2,241+73.3% |
| Participant deferral / active EE | $6,300 | $4,286+47.0% | $6,158+2.3% | $3,767+67.2% |
| Admin fee / account holder | $572 | $3,728-84.7% | $14,255-96.0% | $2,969-80.7% |