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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,830 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,761 |
BKS RETIREMENT SERVICES1 year Filed as: BKS FINANCIAL INVESTMENTS LLC Service code 27 · EIN 84-1921272 | Advisory (Plan) | $6,889 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $6,281 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,275 | $104,475-48.0% | $159,436-66.0% | $79,386-31.6% |
| Participation rate | 76.1% | 76.6%-0.6pp | 82.8%-6.8pp | 70.7%+5.4pp |
| Annual return | 17.04% | 67.95%-50.9pp | 263.57%-246.5pp | 116.85%-99.8pp |
| Employer contribution / active EE | $2,167 | $3,417-36.6% | $4,829-55.1% | $2,427-10.7% |
| Participant deferral / active EE | $4,102 | $6,467-36.6% | $7,352-44.2% | $4,046+1.4% |
| Admin fee / account holder | $412 | $711-42.0% | $10,799-96.2% | $626-34.2% |