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 | $36,728 |
RIA ADVISORY GROUP LLC5 years Filed as: RIA ADVISORY GROUP Service code 27 · EIN 20-3199545 | Advisory (Plan) | $23,348 |
DEFINITI LLC2 years Service code 13 | Contract Administrator | $9,756 |
DEFINITI LLC1 year Filed as: DEFINITI Service code 13 · EIN 85-0833363 | Contract Administrator | $4,467 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,823 | $86,944-5.9% | $107,525-23.9% | $74,304+10.1% |
| Participation rate | 95.5% | 59.6%+35.9pp | 75.1%+20.4pp | 60.3%+35.1pp |
| Annual return | 4.19% | 23.52%-19.3pp | 181.32%-177.1pp | 29.43%-25.2pp |
| Employer contribution / active EE | $2,964 | $2,757+7.5% | $3,754-21.0% | $2,241+32.3% |
| Participant deferral / active EE | $4,288 | $3,554+20.6% | $5,116-16.2% | $3,767+13.8% |
| Admin fee / account holder | $414 | $3,727-88.9% | $8,919-95.4% | $2,969-86.1% |