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 |
|---|---|---|
TROXELL FINANCIAL1 year Filed as: CRUMLY & ASSOCIATES DPA TROXELL FIN Service code 27 214 S GRAND AVE · SPRINGFIELD, IL 62704 | Advisory (Plan) | $36,766 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 99 PO BOX 502533 · SAN DIEGO, CA 921502533 | Other Fees | $11,943 |
Filed as: BENEFIT PLANNING CONSULTANTS INC. Service code 13 PO BOX 7500 · CHAMPAIGN, IL 618267500 | Contract Administrator | $4,759 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 333 SOUTH HOPE STEET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,110 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,068 | $79,523+56.0% | $140,016-11.4% | $56,287+120.4% |
| Participation rate | 98.1% | 85.7%+12.4pp | 87.5%+10.6pp | 69.9%+28.2pp |
| Annual return | -6.03% | 2.39%-8.4pp | 651.12%-657.1pp | -9.96%+3.9pp |
| Employer contribution / active EE | $2,533 | $3,350-24.4% | $5,606-54.8% | $2,111+20.0% |
| Participant deferral / active EE | $5,650 | $5,129+10.2% | $6,927-18.4% | $3,350+68.7% |
| Admin fee / account holder | $439 | $614-28.5% | $10,705-95.9% | $521-15.7% |