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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 |
|---|---|---|
TWO WEST CAPITAL ADVISORS8 years Service code 27 10975 BENSON DR · OVERLAND PARK, KS 66210 | Advisory (Plan) | $22,566 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,992 |
Filed as: PICKETT, CHANEY AND MCMULLEN LLP Service code 10 · EIN 48-1246310 | Accounting | $10,850 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,221 | $84,556+12.6% | $116,228-18.1% | $74,304+28.2% |
| Participation rate | 85.7% | 66.0%+19.7pp | 74.6%+11.2pp | 60.3%+25.4pp |
| Annual return | 17.20% | 18.35%-1.1pp | 90.06%-72.9pp | 29.43%-12.2pp |
| Employer contribution / active EE | $760 | $2,168-64.9% | $2,994-74.6% | $2,241-66.1% |
| Participant deferral / active EE | $4,157 | $3,814+9.0% | $4,953-16.1% | $3,767+10.3% |
| Admin fee / account holder | $370 | $3,792-90.3% | $11,989-96.9% | $2,969-87.6% |