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 |
|---|---|---|
PENSERV PLAN SERVICES, INC.3+ years Service code 15 PO BOX 3109 · WEST COLUMBIA, SC 29171 | Recordkeeping | $12,939 |
PLAN DESIGN CONSULTANTS, INC.3+ years Filed as: PLAN VISION Service code 26 17400 25TH AVENUE N · PLYMOUTH, MN 55447 | Advisory (Participants) | $8,194 |
LT TRUST COMPANY2 years Filed as: MG TRUST COMPANY LLC Service code 19 · EIN 75-3182674 | Securities Custodian | $6,614 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,865 | $50,637+63.6% | $86,590-4.3% | $62,292+33.0% |
| Participation rate | 95.3% | 67.9%+27.4pp | 73.5%+21.8pp | 69.5%+25.8pp |
| Annual return | 17.17% | 20.80%-3.6pp | 964.84%-947.7pp | 28.90%-11.7pp |
| Employer contribution / active EE | $2,122 | $2,075+2.2% | $2,839-25.3% | $2,042+3.9% |
| Participant deferral / active EE | $5,571 | $2,611+113.4% | $3,609+54.4% | $3,169+75.8% |
| Admin fee / account holder | $140 | $413-66.2% | $4,906-97.2% | $479-70.9% |