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 10-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 13 · EIN 42-0127290 | Contract Administrator | $27,421 |
EVERENCE TRUST COMPANY2 years Service code 27 · EIN 35-2140529 | Advisory (Plan) | $16,855 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,628 |
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 | $87,162 | $54,705+59.3% | $71,209+22.4% | $84,808+2.8% |
| Participation rate | 92.7% | 64.1%+28.7pp | 73.8%+19.0pp | 68.3%+24.4pp |
| Annual return | 22.24% | 35.90%-13.7pp | 282.51%-260.3pp | 40.90%-18.7pp |
| Employer contribution / active EE | $7,708 | $2,158+257.2% | $2,721+183.3% | $2,631+193.0% |
| Participant deferral / active EE | $6,626 | $3,030+118.7% | $4,175+58.7% | $4,212+57.3% |
| Admin fee / account holder | $530 | $4,863-89.1% | $5,349-90.1% | $7,344-92.8% |