Filed January 23, 2025 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NORTHBRIDGE PARTNERS LLC1 year Filed as: NORTHBRIDGE WEALTH MANAGEMENT Service code 27 665 N. ACADEMY STREET · GREENVILLE, SC 29601 | Advisory (Plan) | $49,968 |
UNIFIED TRUST COMPANY, N.A.9+ years Filed as: UNIFIED TRUST COMPANY NA Service code 15 · EIN 61-1381380 | Recordkeeping | $17,982 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 14 · EIN 82-3719843 | Plan Administrator | $2,520 |
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.
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 | $107,404 | $122,239-12.1% | $184,203-41.7% | $74,495+44.2% |
| Participation rate | 96.8% | 85.5%+11.3pp | 86.8%+10.0pp | 67.2%+29.6pp |
| Annual return | 11.35% | 19.95%-8.6pp | 28.81%-17.5pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $3,517 | $4,537-22.5% | $6,427-45.3% | $2,623+34.1% |
| Participant deferral / active EE | $6,347 | $7,139-11.1% | $9,131-30.5% | $4,346+46.0% |
| Admin fee / account holder | $334 | $1,260-73.5% | $13,901-97.6% | $1,942-82.8% |