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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.
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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 | $55,887 |
Filed as: WEALTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $41,603 |
MAP RETIREMENT, INC.2 years Filed as: MAP RETIREMENT Service code 13 · EIN 86-3678481 | Contract Administrator | $11,572 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 21 · EIN 36-4317381 | Bank Trustee | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,390 | $86,944+135.1% | $107,525+90.1% | $74,304+175.1% |
| Participation rate | 92.2% | 59.6%+32.7pp | 75.1%+17.2pp | 60.3%+31.9pp |
| Annual return | 12.18% | 23.52%-11.3pp | 181.32%-169.1pp | 29.43%-17.3pp |
| Employer contribution / active EE | $15,370 | $2,757+457.6% | $3,754+309.5% | $2,241+585.8% |
| Participant deferral / active EE | $8,252 | $3,554+132.2% | $5,116+61.3% | $3,767+119.0% |
| Admin fee / account holder | $441 | $3,727-88.2% | $8,919-95.1% | $2,969-85.1% |