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 CORPORATION5 years Service code 27 801 PARK AVE. · WINONA LAKE, IN 46590 | Advisory (Plan) | $48,025 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,894 |
Filed as: RETIREMENT PLAN CONCEPTS & SERIVCES Service code 13 10319 DAWSONS CREEK BLVD. · FORT WAYNE, IN 46825 | Contract Administrator | $8,120 |
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 | $120,021 | $80,724+48.7% | $103,333+16.1% | $74,495+61.1% |
| Participation rate | 97.2% | 65.7%+31.5pp | 74.5%+22.7pp | 67.2%+30.0pp |
| Annual return | 13.16% | 27.56%-14.4pp | 24.88%-11.7pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $5,486 | $3,157+73.8% | $3,868+41.8% | $2,623+109.2% |
| Participant deferral / active EE | $6,686 | $3,860+73.2% | $5,057+32.2% | $4,346+53.9% |
| Admin fee / account holder | $651 | $2,368-72.5% | $8,355-92.2% | $1,942-66.5% |