See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WALLINGTON ASSET MANAGEMENT2 years Service code 27 8900 KEYSTONE CROSSING, SUITE 1015 · INDIANAPOLIS, IN 46240 | Advisory (Plan) | $72,370 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,491 | $65,061+49.8% | $143,757-32.2% | $66,914+45.7% |
| Participation rate | 84.0% | 65.2%+18.8pp | 80.3%+3.7pp | 69.8%+14.2pp |
| Annual return | -11.11% | -11.14%0pp | -0.04%-11.1pp | 1.58%-12.7pp |
| Employer contribution / active EE | $2,510 | $2,361+6.3% | $4,951-49.3% | $2,544-1.3% |
| Participant deferral / active EE | $4,748 | $2,919+62.7% | $5,637-15.8% | $4,237+12.1% |
| Admin fee / account holder | $543 | $502+8.3% | $14,673-96.3% | $593-8.4% |