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 |
|---|---|---|
ABG PORTFOLIO STRATEGIES, INC.1+ years Filed as: ABG INVESTMENT SERVICES, INC. Service code 26 · EIN 41-1812533 | Advisory (Participants) | $109,362 |
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP - NCS Service code 15 · EIN 41-1737003 | Recordkeeping | $69,881 |
Filed as: FIDELITY INVESTMENTS Service code 18 · EIN 04-3523567 | Custodial (securities); Custodial (ot... | $24,795 |
EIDE BAILLY LLP1+ years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 | Accounting | $14,993 |
RELIANCE TRUST COMPANY1+ years Service code 18 · EIN 58-1428634 | Custodial (other than securities); Di... | $5,126 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,154 | $62,324+184.2% | $68,509+158.6% | $55,191+221.0% |
| Participation rate | 82.1% | 78.9%+3.3pp | 74.7%+7.4pp | 69.2%+13.0pp |
| Annual return | 1.90% | 4.26%-2.4pp | 8.27%-6.4pp | 10.78%-8.9pp |
| Employer contribution / active EE | $2,907 | $2,223+30.8% | $2,278+27.6% | $1,899+53.1% |
| Participant deferral / active EE | $10,014 | $3,425+192.4% | $3,382+196.1% | $3,046+228.7% |
| Admin fee / account holder | $331 | $91+262.4% | $5,275-93.7% | $91+264.7% |