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 10-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 | $49,560 |
TBS AGENCY INC1 year Service code 49 · EIN 52-1473914 | Other Services | $14,291 |
Filed as: THRIVENT INSURANCE AGENCY Service code 49 | Other Services | $9,308 |
ASCENSUS LLC2 years Filed as: DWC ERISA CONSULTANTS LLC Service code 13 | Contract Administrator | $5,009 |
ASCENSUS LLC2 years Filed as: DWC ERISA CONSULTANTS Service code 13 · EIN 26-2091417 | Contract Administrator | $4,961 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Service code 49 · EIN 41-1780150 | Other Services | $0 |
Filed as: WHILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $91,401 | $59,417+53.8% | $93,606-2.4% | $74,495+22.7% |
| Participation rate | 52.1% | 59.7%-7.5pp | 68.7%-16.6pp | 67.2%-15.1pp |
| Annual return | 20.32% | 81.83%-61.5pp | 133.20%-112.9pp | 1364.94%-1344.6pp |
| Employer contribution / active EE | $2,736 | $1,264+116.5% | $2,420+13.1% | $2,623+4.3% |
| Participant deferral / active EE | $6,007 | $3,050+96.9% | $4,411+36.2% | $4,346+38.2% |
| Admin fee / account holder | $394 | $3,021-87.0% | $8,285-95.2% | $1,942-79.7% |