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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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP7 years Service code 15 · EIN 47-0663374 | Recordkeeping | $40,767 |
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $24,140 |
TAX FAVORED BENEFITS, INC.4 years Service code 13 · EIN 48-0912395 | Contract Administrator | $17,165 |
Filed as: PICKETT, CHANEY AND MCMULLEN LLP Service code 10 · EIN 48-1246310 | Accounting | $8,800 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $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 | $44,155 | $65,435-32.5% | $86,677-49.1% | $66,914-34.0% |
| Participation rate | 96.3% | 75.5%+20.9pp | 76.6%+19.8pp | 69.8%+26.5pp |
| Annual return | -15.08% | -10.89%-4.2pp | 35.91%-51.0pp | 1.58%-16.7pp |
| Employer contribution / active EE | $1,978 | $2,153-8.2% | $2,836-30.3% | $2,544-22.3% |
| Participant deferral / active EE | $5,534 | $4,100+35.0% | $4,656+18.9% | $4,237+30.6% |
| Admin fee / account holder | $311 | $642-51.5% | $7,493-95.8% | $593-47.5% |