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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $165,540 |
ABBEY STREET LLC4 years Filed as: ABBEY STREET Service code 27 · EIN 82-4772597 | Advisory (Plan) | $80,809 |
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 | $104,267 | $89,436+16.6% | $164,813-36.7% | $77,643+34.3% |
| Participation rate | 97.9% | 78.6%+19.2pp | 78.6%+19.3pp | 70.6%+27.3pp |
| Annual return | 13.83% | 28.83%-15.0pp | 69.93%-56.1pp | 31.24%-17.4pp |
| Employer contribution / active EE | $6,173 | $2,569+140.3% | $4,341+42.2% | $2,726+126.5% |
| Participant deferral / active EE | $6,281 | $4,897+28.3% | $6,031+4.1% | $4,647+35.2% |
| Admin fee / account holder | $363 | $339+7.0% | $12,690-97.1% | $430-15.6% |