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 9-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $90,964 |
LAKE STREET FINANCIAL LLC6 years Filed as: LAKE STREET FINANCIAL Service code 27 · EIN 82-3746736 | Advisory (Plan) | $42,100 |
SIKICH LLP1 year Service code 49 · EIN 36-3168081 | Other Services | $17,300 |
Filed as: ALLIANCE PENSION CONSULTANTS LLC Service code 49 · EIN 36-4389114 | Other Services | $12,108 |
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 | $67,374 | $106,028-36.5% | $146,958-54.2% | $77,643-13.2% |
| Participation rate | 94.9% | 78.4%+16.6pp | 82.2%+12.8pp | 70.6%+24.4pp |
| Annual return | 18.38% | 56.73%-38.4pp | 418.34%-400.0pp | 31.24%-12.9pp |
| Employer contribution / active EE | $3,513 | $4,063-13.5% | $4,933-28.8% | $2,726+28.9% |
| Participant deferral / active EE | $12,332 | $7,990+54.3% | $8,070+52.8% | $4,647+165.4% |
| Admin fee / account holder | $318 | $337-5.7% | $12,998-97.6% | $430-26.0% |