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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS5+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $79,560 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN, INC Service code 13 · EIN 91-0675641 | Contract Administrator | $52,479 |
RBC WEALTH MANAGEMENT1 year Service code 26 · EIN 41-1416330 | Advisory (Participants) | $30,000 |
MATRIX TRUST COMPANY5+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $22,474 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $15,500 |
LEONARD, O'BRIEN, SPENCER, GALE5+ years Filed as: LEONARD, OBRIEN, SPENCER, GALE & SA Service code 29 · EIN 41-0956652 | Legal | $9,734 |
BAC CAPITAL ADVISORS, LLC4 years Filed as: BAC SERVICE CORPORATION Service code 13 · EIN 81-1520819 | Contract Administrator | $8,330 |
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 | $61,750 | $66,601-7.3% | $92,893-33.5% | $67,579-8.6% |
| Participation rate | 91.4% | 72.5%+18.9pp | 76.0%+15.4pp | 71.3%+20.1pp |
| Annual return | 16.27% | 92.58%-76.3pp | 109.41%-93.1pp | 378.56%-362.3pp |
| Employer contribution / active EE | $2,719 | $2,775-2.0% | $3,653-25.6% | $2,148+26.6% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $388 | $199+95.2% | $5,794-93.3% | $142+172.9% |