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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.
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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 |
|---|---|---|
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,505 |
BLACK & PINCKARD LLC9 years Filed as: BLACK DIAMOND FINANCIAL ADVISOR Service code 27 305 W. PENNSYLVANIA AVE · TOWSON, MD 21204 | Advisory (Plan) | $9,093 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE ADVISORS. Service code 27 100 MADISON ST · SYRACUSE, NY 13202 | Advisory (Plan) | $8,491 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $55,691 | $74,927-25.7% | $101,794-45.3% | $84,808-34.3% |
| Participation rate | 93.9% | 61.4%+32.5pp | 69.2%+24.8pp | 68.3%+25.6pp |
| Annual return | 16.56% | 18.70%-2.1pp | 30.53%-14.0pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,400 | $1,522-8.0% | $2,289-38.8% | $2,631-46.8% |
| Participant deferral / active EE | $5,427 | $3,099+75.1% | $4,084+32.9% | $4,212+28.9% |
| Admin fee / account holder | $359 | $6,514-94.5% | $8,777-95.9% | $7,344-95.1% |