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 | $88,396 |
INDEPENDENT FINANCIAL2 years Service code 27 · EIN 83-0951655 | Advisory (Plan) | $83,150 |
REILLY, PENNER & BENTON LLP4 years Filed as: REILLY, PENNER & BENTON Service code 10 · EIN 39-0747409 | Accounting | $19,148 |
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 | $139,977 | $131,799+6.2% | $200,582-30.2% | $85,563+63.6% |
| Participation rate | 97.6% | 87.9%+9.7pp | 86.9%+10.7pp | 66.0%+31.6pp |
| Annual return | 18.69% | 21.59%-2.9pp | 42.33%-23.6pp | 31.51%-12.8pp |
| Employer contribution / active EE | $4,024 | $4,532-11.2% | $6,419-37.3% | $2,654+51.7% |
| Participant deferral / active EE | $8,067 | $7,702+4.7% | $9,331-13.6% | $4,375+84.4% |
| Admin fee / account holder | $363 | $235+54.5% | $16,305-97.8% | $834-56.5% |