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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 |
|---|---|---|
Filed as: KTRADE Service code 15 · EIN 32-0169227 1500 N OAK DRIVE · PLYMOUTH, IN 46563 | Recordkeeping | $11,435 |
Service code 27 · EIN 20-5122562 2801 LAKESIDE DRIVE · BANNOCKURN, IL 60015 | Advisory (Plan) | $7,098 |
Filed as: RETIREMENT SOLUTIONS ADVISORS Service code 13 · EIN 20-8154051 420 W GRAND AVE · CHICAGO, IL 60054 | Contract Administrator | $3,950 |
TOROSO INVESTMENTS1 year Service code 27 · EIN 45-4779500 898 N BROADWAY · MASSAPEQUA, NY 11758 | Advisory (Plan) | $2,308 |
Filed as: MID-ATLANTIC TRUST COMPANY Service code 18 · EIN 26-0010549 1251 WATERFRONT PLACE · PITTSBURGH, PA 15222 | Trustee (bank, trust company, or simi... | $1,067 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $13,424 | $55,415-75.8% | $155,509-91.4% | $74,495-82.0% |
| Participation rate | 48.1% | 61.9%-13.8pp | 78.2%-30.1pp | 67.2%-19.1pp |
| Annual return | 13.02% | 268.50%-255.5pp | 64.67%-51.6pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $7 | $2,267-99.7% | $4,672-99.8% | $2,623-99.7% |
| Participant deferral / active EE | $1,163 | $2,836-59.0% | $5,626-79.3% | $4,346-73.2% |
| Admin fee / account holder | $156 | $1,738-91.0% | $15,912-99.0% | $1,942-92.0% |