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 |
|---|---|---|
MENKE & ASSOCIATES, INC.6 years Service code 13 · EIN 94-2349093 | Contract Administrator | $36,378 |
SCJ FIDUCIARY SERVICES3 years Service code 24 4102 BALLARD WOODS DRIVE · SMITHFIELD, KY 40068 | Discretionary Trustee | $15,000 |
WITHUMSMITH+BROWN, PC5 years Filed as: BROWN EDWARDS & CO. Service code 28 707 VIRGINIA STREET EAST · CHARLESTON, WV 25301 | Investment Management | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,613 | $88,083-63.0% | $164,813-80.2% | $74,495-56.2% |
| Participation rate | 96.2% | 73.0%+23.2pp | 78.6%+17.6pp | 67.2%+29.0pp |
| Annual return | 21.46% | 17.26%+4.2pp | 69.93%-48.5pp | 1364.94%-1343.5pp |
| Employer contribution / active EE | $2,201 | $2,593-15.1% | $4,341-49.3% | $2,623-16.1% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $189 | $2,234-91.5% | $12,690-98.5% | $1,942-90.3% |