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 15 · EIN 42-0127290 | Recordkeeping | $93,572 |
WILSON-MCSHANE CORPORATION7 years Service code 12 · EIN 41-0956552 | Contract Administrator; Recordkeeping... | $73,035 |
RBC WEALTH MANAGEMENT6 years Service code 27 · EIN 20-0563684 | Advisory (Plan) | $38,692 |
Filed as: SHUMAKER, LOOP & KENDRICK Service code 29 · EIN 34-4439491 | Legal | $27,631 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $17,535 |
Participant contribution per participant 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 | $192,318 | $241,101-20.2% | $103,333+86.1% | $199,593-3.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 16.00% | 17.80%-1.8pp | 24.88%-8.9pp | 34.25%-18.2pp |
| Employer contribution / active EE | $5,634 | $4,244+32.7% | $3,868+45.7% | $3,034+85.7% |
| Participant deferral / active EE | $1,142 | $3,958-71.1% | $5,057-77.4% | $5,087-77.5% |
| Admin fee / account holder | $179 | $288-37.6% | $8,355-97.9% | $269-33.2% |