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 | $80,934 |
Filed as: PARK AVENUE SECURITIES Service code 49 · EIN 13-4023176 | Other Services | $18,637 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,685 | $80,724+75.5% | $103,333+37.1% | $74,495+90.2% |
| Participation rate | 74.3% | 65.7%+8.6pp | 74.5%-0.2pp | 67.2%+7.1pp |
| Annual return | 14.86% | 27.56%-12.7pp | 24.88%-10.0pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $3,414 | $3,157+8.1% | $3,868-11.7% | $2,623+30.2% |
| Participant deferral / active EE | $7,020 | $3,860+81.9% | $5,057+38.8% | $4,346+61.5% |
| Admin fee / account holder | $551 | $2,368-76.7% | $8,355-93.4% | $1,942-71.6% |