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 | $70,684 |
REHMANN ROBSON3 years Filed as: REHMANN FINANCIAL GROUP LLC Service code 27 · EIN 38-3567911 | Advisory (Plan) | $34,400 |
Filed as: ANDREWS HOOPER & PAVLIK Service code 10 · EIN 38-3545768 | Accounting | $8,630 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $149,397 | $78,419+90.5% | $133,956+11.5% | $73,409+103.5% |
| Participation rate | 67.5% | 78.6%-11.1pp | 79.8%-12.4pp | 72.2%-4.7pp |
| Annual return | 14.90% | 33.35%-18.4pp | 45.09%-30.2pp | 59.29%-44.4pp |
| Employer contribution / active EE | $2,410 | $2,044+17.9% | $3,919-38.5% | $2,234+7.9% |
| Participant deferral / active EE | $3,018 | $3,925-23.1% | $5,048-40.2% | $3,805-20.7% |
| Admin fee / account holder | $333 | $161+106.7% | $8,927-96.3% | $158+111.2% |