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 9-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 |
|---|---|---|
PENTEGRA SERVICES, INC.4 years Service code 15 · EIN 13-3745616 | Recordkeeping | $32,284 |
TRUTINA FINANCIAL4 years Service code 26 · EIN 20-2951773 | Advisory (Participants) | $19,919 |
RELIANCE TRUST COMPANY3 years Filed as: RELIANCE TRUST Service code 18 · EIN 58-1428634 | Custodial (other than securities) | $3,145 |
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 | $65,530 | $84,487-22.4% | $125,339-47.7% | $66,914-2.1% |
| Participation rate | 94.0% | 76.4%+17.6pp | 82.4%+11.6pp | 69.8%+24.2pp |
| Annual return | -13.92% | -8.39%-5.5pp | 572.05%-586.0pp | 1.58%-15.5pp |
| Employer contribution / active EE | $3,335 | $3,553-6.1% | $4,814-30.7% | $2,544+31.1% |
| Participant deferral / active EE | $7,138 | $6,781+5.3% | $7,446-4.1% | $4,237+68.5% |
| Admin fee / account holder | $385 | $685-43.7% | $10,010-96.1% | $593-35.0% |