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 |
|---|---|---|
FREEDOM ONE RETIREMENT SERVICES LLC3 years Filed as: FREEDOM ONE RETIREMENT SERVICES Service code 19 8031 M-15 · CLARKSTON, MA 48348 | Securities Custodian | $37,216 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M 15 · CLARKSTON, MI 48348 | Advisory (Participants) | $28,658 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,634 | $98,982-76.1% | $162,163-85.4% | $65,185-63.7% |
| Participation rate | 98.8% | 85.8%+13.0pp | 87.6%+11.3pp | 70.2%+28.6pp |
| Annual return | 19.77% | 24.84%-5.1pp | 115.59%-95.8pp | 29.38%-9.6pp |
| Employer contribution / active EE | $1,516 | $3,467-56.3% | $5,614-73.0% | $2,177-30.3% |
| Participant deferral / active EE | $4,127 | $5,384-23.3% | $7,298-43.4% | $3,514+17.5% |
| Admin fee / account holder | $335 | $596-43.8% | $10,843-96.9% | $847-60.5% |