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 | $92,974 |
WOODBURY FINANCIAL SERVICES5 years Service code 49 · EIN 41-0944586 | Other Services | $44,107 |
ADP BROKER-DEALER4 years Filed as: PENSION CONSULTANTS, INC Service code 13 · EIN 20-0508334 | Contract Administrator | $8,516 |
Service code 27 · EIN 95-2775361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,262 | $59,263+50.6% | $96,562-7.6% | $79,386+12.4% |
| Participation rate | 100.0% | 61.9%+38.1pp | 69.8%+30.2pp | 70.7%+29.3pp |
| Annual return | 12.35% | 27.07%-14.7pp | 37.78%-25.4pp | 116.85%-104.5pp |
| Employer contribution / active EE | $5,422 | $1,216+346.0% | $2,356+130.1% | $2,427+123.4% |
| Participant deferral / active EE | $5,665 | $2,948+92.2% | $3,849+47.2% | $4,046+40.0% |
| Admin fee / account holder | $455 | $658-30.9% | $6,181-92.6% | $626-27.4% |