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 |
|---|---|---|
PRIVATE ADVISOR GROUP LLC3 years Service code 27 PO BOX 1820 · MORRISTOWN, NJ 07962 | Advisory (Plan) | $67,385 |
PENTEGRA SERVICES, INC.3 years Filed as: PENTEGRA SERVICES INC. Service code 13 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $46,937 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,198 |
ARMANINO LLP1 year Service code 10 2700 CAMINO RAMON STE 350 · SAN RAMON, CA 94583 | Accounting | $9,000 |
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 | $52,623 | $119,446-55.9% | $150,045-64.9% | $85,563-38.5% |
| Participation rate | 98.9% | 75.4%+23.5pp | 82.3%+16.6pp | 66.0%+32.9pp |
| Annual return | 13.94% | 23.72%-9.8pp | 62.55%-48.6pp | 31.51%-17.6pp |
| Employer contribution / active EE | $2,366 | $4,078-42.0% | $4,693-49.6% | $2,654-10.8% |
| Participant deferral / active EE | $6,609 | $7,985-17.2% | $7,997-17.4% | $4,375+51.1% |
| Admin fee / account holder | $350 | $548-36.0% | $13,435-97.4% | $834-58.0% |