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 SOLUTIONS6+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $82,100 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN, INC Service code 13 · EIN 91-0675641 | Contract Administrator | $47,341 |
RBC WEALTH MANAGEMENT2 years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $40,000 |
MATRIX TRUST COMPANY6+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $17,125 |
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $15,500 |
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 | $58,407 | $91,517-36.2% | $101,248-42.3% | $73,409-20.4% |
| Participation rate | 79.8% | 73.8%+6.0pp | 75.8%+4.0pp | 72.2%+7.6pp |
| Annual return | 11.92% | 17.17%-5.2pp | 46.47%-34.6pp | 59.29%-47.4pp |
| Employer contribution / active EE | $1,939 | $2,877-32.6% | $3,660-47.0% | $2,234-13.2% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $347 | $216+60.8% | $5,945-94.2% | $158+119.9% |