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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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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 CORPORATION8+ years Service code 27 801 PARK AVE · WINONA LAKE, IN 46590 | Advisory (Plan) | $37,233 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $11,130 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,208 |
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 | $90,157 | $91,538-1.5% | $129,995-30.6% | $75,163+19.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 11.35% | -631.11%+642.5pp | -137.18%+148.5pp | 160.62%-149.3pp |
| Employer contribution / active EE | $4,194 | $2,845+47.4% | $4,320-2.9% | $2,670+57.1% |
| Participant deferral / active EE | $6,950 | $4,341+60.1% | $5,820+19.4% | $4,125+68.5% |
| Admin fee / account holder | $360 | $6,790-94.7% | $10,614-96.6% | $5,651-93.6% |