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 6-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 60 · EIN 04-2647786 | Sub-TA Fees | $43,077 |
CLARK NUBER1 year Filed as: CLARK NUBER PS Service code 10 · EIN 91-1194016 | Accounting | $20,400 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $15,682 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,157 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,620 | $89,808-30.3% | $100,391-37.6% | $77,643-19.3% |
| Participation rate | 97.1% | 81.2%+15.9pp | 81.5%+15.6pp | 70.6%+26.5pp |
| Annual return | 17.57% | 20.62%-3.1pp | 49.20%-31.6pp | 31.24%-13.7pp |
| Employer contribution / active EE | $3,869 | $3,039+27.3% | $3,942-1.8% | $2,726+42.0% |
| Participant deferral / active EE | $17,646 | $8,284+113.0% | $8,082+118.3% | $4,647+279.7% |
| Admin fee / account holder | $98 | $174-43.9% | $7,899-98.8% | $430-77.3% |