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 |
|---|---|---|
GROUP BENEFIT STRATEGIES1 year Filed as: GROUP BENEFIT STRATEGIES, LLC Service code 22 32 PARKWAY COMMON WAY · GREER, SC 29650 | Insurance Broker | $26,589 |
UNIFIED TRUST COMPANY, N.A.4+ years Filed as: UNIFIED TRUST COMPANY NA Service code 25 · EIN 61-1381380 | Directed Trustee | $21,878 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 17 · EIN 11-3665754 | Pension Consulting | $6,685 |
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 | $29,072 | $58,577-50.4% | $83,333-65.1% | $64,186-54.7% |
| Participation rate | 98.8% | 72.0%+26.8pp | 77.8%+21.0pp | 69.6%+29.2pp |
| Annual return | -6.38% | 9.65%-16.0pp | 10.63%-17.0pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,435 | $2,098+16.1% | $3,379-27.9% | $2,381+2.3% |
| Participant deferral / active EE | $5,348 | $4,654+14.9% | $5,565-3.9% | $3,470+54.1% |
| Admin fee / account holder | $406 | $9,275-95.6% | $7,510-94.6% | $4,888-91.7% |