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 |
|---|---|---|
SUNDVOLD FINANCIAL3 years Filed as: SUNDVOLD CAPITAL MANAGEMENT LLC Service code 27 · EIN 43-1823054 | Advisory (Plan) | $36,494 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,332 |
WILLIAMS KEEPERS LLC1 year Service code 10 · EIN 43-1126847 | Accounting | $14,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $62,151 | $111,608-44.3% | $177,821-65.0% | $73,409-15.3% |
| Participation rate | 67.2% | 87.9%-20.7pp | 87.7%-20.6pp | 72.2%-5.0pp |
| Annual return | 16.84% | 18.23%-1.4pp | 48.32%-31.5pp | 59.29%-42.5pp |
| Employer contribution / active EE | $2,442 | $3,796-35.7% | $5,918-58.7% | $2,234+9.3% |
| Participant deferral / active EE | $4,600 | $6,199-25.8% | $7,714-40.4% | $3,805+20.9% |
| Admin fee / account holder | $317 | $166+91.2% | $12,427-97.5% | $158+100.5% |