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.
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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 | $11,178 |
Service code 27 · EIN 20-5122562 2801 LAKESIDE DRIVE · BANNOCKURN, IL 60015 | Advisory (Plan) | $11,149 |
Filed as: RETIREMENT SOLUTIONS ADVISORS Service code 13 · EIN 20-8154051 420 W GRAND AVE · CHICAGO, IL 60054 | Contract Administrator | $965 |
Filed as: MID-ATLANTIC TRUST COMPANY Service code 18 · EIN 26-0010549 1251 WATERFRONT PLACE · PITTSBURGH, PA 15222 | Trustee (bank, trust company, or simi... | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,228 | $49,915-69.5% | $154,803-90.2% | $74,304-79.5% |
| Participation rate | 50.6% | 54.0%-3.4pp | 78.1%-27.5pp | 60.3%-9.8pp |
| Annual return | 12.67% | 34.06%-21.4pp | 58.88%-46.2pp | 29.43%-16.8pp |
| Employer contribution / active EE | $26 | $1,611-98.4% | $4,305-99.4% | $2,241-98.8% |
| Participant deferral / active EE | $1,343 | $2,255-40.5% | $5,540-75.8% | $3,767-64.4% |
| Admin fee / account holder | $156 | $2,189-92.9% | $14,329-98.9% | $2,969-94.7% |