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 |
|---|---|---|
INGHAM & COMPANY10+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $160,520 |
NATIONAL FINANCIAL SERVICE10+ years Service code 19 · EIN 04-3523567 | Securities Custodian | $23,437 |
RELIANCE TRUST COMPANY10+ years Filed as: RELIANCE TRUST CO. Service code 21 · EIN 58-1428634 | Bank Trustee | $11,470 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $403,317 | $106,028+280.4% | $146,958+174.4% | $77,643+419.5% |
| Participation rate | 98.9% | 78.4%+20.5pp | 82.2%+16.7pp | 70.6%+28.3pp |
| Annual return | 14.67% | 56.73%-42.1pp | 418.34%-403.7pp | 31.24%-16.6pp |
| Employer contribution / active EE | $10,103 | $4,063+148.6% | $4,933+104.8% | $2,726+270.6% |
| Participant deferral / active EE | $13,477 | $7,990+68.7% | $8,070+67.0% | $4,647+190.0% |
| Admin fee / account holder | $572 | $337+69.5% | $12,998-95.6% | $430+32.9% |