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 |
|---|---|---|
BENESYS, INC.8+ years Filed as: BENESYS, INC Service code 10 · EIN 38-2383171 | Accounting | $114,750 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY Service code 27 · EIN 94-1671384 | Advisory (Plan) | $67,505 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN GRAPHICS PRINTING Service code 36 · EIN 38-2090931 | Copying and duplicating; Direct payme... | $18,113 |
Service code 10 · EIN 38-2284921 | Accounting | $13,500 |
Service code 29 · EIN 83-2893229 | Legal | $13,090 |
Filed as: FIDELITY INVESTMETNS Service code 19 P.O. BOX 77001 · CINCINATI, OH 452023760 | Securities Custodian | $8,598 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,714 | $72,254-60.3% | $86,677-66.9% | $64,808-55.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -16.35% | 392.42%-408.8pp | 35.91%-52.3pp | 32.82%-49.2pp |
| Employer contribution / active EE | $4,585 | $2,393+91.6% | $2,836+61.6% | $2,506+83.0% |
| Participant deferral / active EE | $0 | $4,658-100.0% | $4,656-100.0% | $4,310-100.0% |
| Admin fee / account holder | $265 | $174+52.4% | $7,493-96.5% | $188+41.1% |