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 CORPORATION4+ years Service code 99 801 PARK AVENUE · WINONA LAKE, IN 46590 | Other Fees | $36,184 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,359 |
ASCENSUS LLC2 years Filed as: ASCENSUS INC Service code 13 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Contract Administrator | $5,122 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA ASCEN LLC Service code 13 | Contract Administrator | $4,648 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 ASCENSUS LLC · DRESHER, PA 19025 | Contract Administrator | $525 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,049 | $86,332-14.2% | $125,175-40.8% | $65,185+13.6% |
| Participation rate | 99.1% | 75.3%+23.8pp | 79.8%+19.3pp | 70.2%+28.9pp |
| Annual return | 5.60% | 27.43%-21.8pp | 43.79%-38.2pp | 29.38%-23.8pp |
| Employer contribution / active EE | $3,478 | $2,040+70.5% | $3,865-10.0% | $2,177+59.8% |
| Participant deferral / active EE | $4,489 | $3,537+26.9% | $4,937-9.1% | $3,514+27.7% |
| Admin fee / account holder | $297 | $609-51.2% | $9,702-96.9% | $847-64.9% |