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 |
|---|---|---|
ELLIOTT DAVIS, LLC1 year Filed as: ELLIOTT DAVIS ADVISORY, LLC Service code 10 · EIN 39-2519050 | Accounting | $20,800 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $14,254 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $6,221 |
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 | $133,848 | $109,881+21.8% | $150,045-10.8% | $84,808+57.8% |
| Participation rate | 95.2% | 76.1%+19.2pp | 82.3%+12.9pp | 68.3%+26.9pp |
| Annual return | 19.55% | 28.25%-8.7pp | 62.55%-43.0pp | 40.90%-21.3pp |
| Employer contribution / active EE | $3,128 | $3,561-12.2% | $4,693-33.3% | $2,631+18.9% |
| Participant deferral / active EE | $12,090 | $6,636+82.2% | $7,997+51.2% | $4,212+187.1% |
| Admin fee / account holder | $374 | $8,568-95.6% | $13,435-97.2% | $7,344-94.9% |