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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.
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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 |
|---|---|---|
SABIS EDUCATIONAL SYSTEMS INC.3 years Service code 15 · EIN 41-0721734 | Recordkeeping | $14,640 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $11,991 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,252 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $114,950 | $53,822+113.6% | $75,696+51.9% | $85,850+33.9% |
| Participation rate | 75.4% | 69.1%+6.3pp | 74.8%+0.6pp | 69.3%+6.1pp |
| Annual return | 17.20% | 24.54%-7.3pp | 104.53%-87.3pp | 318.53%-301.3pp |
| Employer contribution / active EE | $797 | $2,017-60.5% | $2,743-71.0% | $2,565-68.9% |
| Participant deferral / active EE | $8,199 | $2,895+183.2% | $3,821+114.6% | $3,952+107.5% |
| Admin fee / account holder | $399 | $3,343-88.1% | $3,619-89.0% | $6,260-93.6% |