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 |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 300 MERIDIAN CENTRE · ROCHESTER, NY 14618 | Recordkeeping | $49,122 |
BAM ADVISOR SERVICES5 years Service code 27 8182 MARYLAND AVE, STE 500 · ST. LOUIS, MO 63105 | Advisory (Plan) | $35,599 |
JEFFREY L. OFFHAUS CPA, LLC8 years Service code 10 · EIN 20-2368569 | Accounting | $9,875 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP Service code 19 · EIN 27-2037969 | Securities Custodian | $6,189 |
Filed as: ALERA INVESTMENT ADVISORS LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $6,137 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $5,023 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $146,334 | $101,317+44.4% | $146,958-0.4% | $74,495+96.4% |
| Participation rate | 96.9% | 75.5%+21.4pp | 82.2%+14.8pp | 67.2%+29.7pp |
| Annual return | 12.22% | 8730.91%-8718.7pp | 418.34%-406.1pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $2,579 | $3,810-32.3% | $4,933-47.7% | $2,623-1.7% |
| Participant deferral / active EE | $11,865 | $7,303+62.5% | $8,070+47.0% | $4,346+173.0% |
| Admin fee / account holder | $640 | $1,739-63.2% | $12,998-95.1% | $1,942-67.1% |