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 |
|---|---|---|
Filed as: ACROPOLIS INVESTMENT MANAGEMENT Service code 27 · EIN 32-0016216 | Advisory (Plan) | $196,294 |
ASPIRE FINANCIAL SERVICES6+ years Service code 15 · EIN 27-1033755 | Recordkeeping | $84,982 |
ASCENSUS LLC6+ years Filed as: DWC ERISA CONSULTANTS, LLC Service code 17 · EIN 26-2091417 | Pension Consulting | $15,143 |
LT TRUST COMPANY6+ years Filed as: MG TRUST COMPANY Service code 18 · EIN 75-3182674 | Trustee (discretionary); Custodial (o... | $14,006 |
MAHER & COMPANY2 years Service code 10 · EIN 43-1857127 | Accounting | $13,289 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $168,171 | $52,293+221.6% | $178,490-5.8% | $73,409+129.1% |
| Participation rate | 98.6% | 65.3%+33.2pp | 81.9%+16.7pp | 72.2%+26.4pp |
| Annual return | 15.44% | 34.75%-19.3pp | 151.07%-135.6pp | 59.29%-43.9pp |
| Employer contribution / active EE | $6,344 | $1,735+265.6% | $5,011+26.6% | $2,234+184.0% |
| Participant deferral / active EE | $5,688 | $2,332+143.9% | $5,202+9.4% | $3,805+49.5% |
| Admin fee / account holder | $316 | $127+148.4% | $13,984-97.7% | $158+100.3% |