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 CORPORATION3+ years Service code 99 801 PARK AVENUE · WINONA LAKE, IN 46590 | Other Fees | $33,350 |
ASCENSUS LLC1 year Filed as: ASCENSUS INC Service code 13 | Contract Administrator | $8,469 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,013 |
ASCENSUS LLC3+ years Filed as: ASCENSUS, INC Service code 13 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Contract Administrator | $1,005 |
Filed as: EMPOWER RETIRMENT ADVISORY SERVIES Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $37 |
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 | $65,632 | $66,302-1.0% | $110,238-40.5% | $56,287+16.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | 8.38% | -1.18%+9.6pp | 314.74%-306.4pp | -9.96%+18.3pp |
| Employer contribution / active EE | $2,586 | $2,047+26.3% | $3,826-32.4% | $2,111+22.5% |
| Participant deferral / active EE | $3,745 | $3,381+10.8% | $4,672-19.8% | $3,350+11.8% |
| Admin fee / account holder | $281 | $698-59.7% | $8,547-96.7% | $521-46.0% |