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 8-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 |
|---|---|---|
Filed as: BERNARD ROBINSON & CO Service code 10 PO BOX 19608 · GREENSBORO, NC 27419 | Accounting | $24,600 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,615 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $17,674 |
Filed as: WEALTH ADVISORY SERVICES LLC Service code 27 722 ESSINGTON RD STE A · JOLIET, IL 60435 | Advisory (Plan) | $14,398 |
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC RETIREMENT ADMINISTRATION Service code 13 | Contract Administrator | $6,414 |
TRIAD ADVISORS INC1 year Filed as: TRIAD PLAN ADMINISTRATION Service code 13 5603-B W FRIENDLY AVE · GREENSBORO, NC 27410 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,327 | $80,724-33.9% | $103,333-48.4% | $74,495-28.4% |
| Participation rate | 62.8% | 65.7%-2.8pp | 74.5%-11.7pp | 67.2%-4.4pp |
| Annual return | 13.60% | 27.56%-14.0pp | 24.88%-11.3pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $2,168 | $3,157-31.3% | $3,868-44.0% | $2,623-17.4% |
| Participant deferral / active EE | $4,031 | $3,860+4.4% | $5,057-20.3% | $4,346-7.3% |
| Admin fee / account holder | $529 | $2,368-77.7% | $8,355-93.7% | $1,942-72.8% |