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 27 801 PARK AVE. · WINONA LAKE, IN 46590 | Advisory (Plan) | $43,171 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,977 |
Filed as: RETIREMENT PLAN CONCEPTS & SERIVCES Service code 13 10319 DAWSONS CREEK BLVD. · FORT WAYNE, IN 46825 | Contract Administrator | $7,898 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,836 | $208,526-47.3% | $96,683+13.6% | - |
| Participation rate | 96.0% | 66.0%+30.0pp | 74.3%+21.6pp | - |
| Annual return | 18.43% | 18.23%+0.2pp | 35.69%-17.3pp | - |
| Employer contribution / active EE | $5,511 | $2,182+152.5% | $3,737+47.5% | - |
| Participant deferral / active EE | $6,547 | $4,056+61.4% | $4,878+34.2% | - |
| Admin fee / account holder | $606 | $13,060-95.4% | $6,730-91.0% | - |