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 |
|---|---|---|
LAKE CITY BANK10+ years Service code 99 · EIN 35-0458180 | Other Fees | $46,966 |
Filed as: BENEFIT PLAN PLUS Service code 99 · EIN 43-1829594 | Other Fees | $16,035 |
Filed as: KRUGGEL LAWTON CPA Service code 99 · EIN 35-1307701 | Other Fees | $9,525 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $2,889 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,353 | $77,314+137.2% | $177,989+3.0% | $80,856+126.8% |
| Participation rate | 92.5% | 65.7%+26.8pp | 77.1%+15.4pp | 67.6%+24.8pp |
| Annual return | 16.11% | 18.09%-2.0pp | 294.48%-278.4pp | 35.59%-19.5pp |
| Employer contribution / active EE | $2,544 | $2,292+11.0% | $3,949-35.6% | $2,755-7.7% |
| Participant deferral / active EE | $4,722 | $4,411+7.1% | $6,276-24.8% | $4,296+9.9% |
| Admin fee / account holder | $861 | $7,191-88.0% | $10,363-91.7% | $6,918-87.6% |