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 | $48,741 |
Filed as: MACROVIEW INVESTMENT MANAGEMENT LLC Service code 27 · EIN 26-4133685 | Advisory (Plan) | $15,784 |
RYAN & MANN LLC1 year Service code 10 · EIN 92-1104525 | Accounting | $6,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,275 | $101,317-45.4% | $146,958-62.4% | $74,495-25.8% |
| Participation rate | 72.3% | 75.5%-3.2pp | 82.2%-9.8pp | 67.2%+5.1pp |
| Annual return | 15.13% | 8730.91%-8715.8pp | 418.34%-403.2pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $3,138 | $3,810-17.7% | $4,933-36.4% | $2,623+19.6% |
| Participant deferral / active EE | $6,540 | $7,303-10.5% | $8,070-19.0% | $4,346+50.5% |
| Admin fee / account holder | $520 | $1,739-70.1% | $12,998-96.0% | $1,942-73.2% |