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 |
|---|---|---|
PRIVATE ADVISOR GROUP LLC6 years Service code 27 · EIN 27-3463733 | Advisory (Plan) | $36,459 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,690 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $18,712 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,274 | $44,642-0.8% | $91,220-51.5% | $66,914-33.8% |
| Participation rate | 96.6% | 64.9%+31.7pp | 73.2%+23.4pp | 69.8%+26.8pp |
| Annual return | -19.85% | -12.29%-7.6pp | 114.01%-133.9pp | 1.58%-21.4pp |
| Employer contribution / active EE | $490 | $1,706-71.3% | $2,850-82.8% | $2,544-80.7% |
| Participant deferral / active EE | $6,178 | $3,349+84.5% | $4,234+45.9% | $4,237+45.8% |
| Admin fee / account holder | $339 | $521-34.9% | $5,420-93.7% | $593-42.8% |