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 |
|---|---|---|
FIDUCIARY CONSULTING GROUP2 years Filed as: FIDUCIARY CONSULTING GROUP, INC. Service code 12 · EIN 20-2807852 PO BOX 11408 · MURFREESBORO, TN 37129 | Claims processing; Plan Administrator... | $28,540 |
TROXELL FINANCIAL3 years Filed as: CRUMLY & ASSOCIATES DPA TROXELL FIN Service code 26 · EIN 27-4418309 214 S GRAND AVE · SPRINGFIELD, IL 62704 | Advisory (Participants) | $27,569 |
BLUESTAR RETIREMENT SERVICES2 years Service code 12 · EIN 59-3092339 822 A1A N · PONTE VEDRA BEACH, FL 32082 | Other services; Participant communica... | $14,645 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 15 · EIN 82-3967259 | Recordkeeping | $5,587 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $192,289 | $136,307+41.1% | $177,821+8.1% | $73,488+161.7% |
| Participation rate | 95.2% | 86.1%+9.1pp | 87.7%+7.5pp | 70.7%+24.5pp |
| Annual return | 18.16% | 18.68%-0.5pp | 48.32%-30.2pp | 28.51%-10.4pp |
| Employer contribution / active EE | $2,605 | $3,712-29.8% | $5,918-56.0% | $2,270+14.7% |
| Participant deferral / active EE | $5,738 | $5,829-1.6% | $7,714-25.6% | $3,740+53.4% |
| Admin fee / account holder | $694 | $596+16.5% | $12,427-94.4% | $513+35.3% |