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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.
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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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $28,389 |
Service code 27 · EIN 99-2539506 | Advisory (Plan) | $16,011 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,836 |
GRAYROBINSON PA1 year Filed as: GRAYROBINSON, P.A. Service code 29 · EIN 59-1300132 | Legal | $8,625 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,046 | $101,317+91.5% | $146,958+32.0% | $74,495+160.5% |
| Participation rate | 94.5% | 75.5%+19.0pp | 82.2%+12.4pp | 67.2%+27.3pp |
| Annual return | 11.79% | 8730.91%-8719.1pp | 418.34%-406.5pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $7,118 | $3,810+86.8% | $4,933+44.3% | $2,623+171.4% |
| Participant deferral / active EE | $9,710 | $7,303+33.0% | $8,070+20.3% | $4,346+123.4% |
| Admin fee / account holder | $520 | $1,739-70.1% | $12,998-96.0% | $1,942-73.2% |