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 |
|---|---|---|
Filed as: STANLEY BENEFIT SERVICES Service code 19 · EIN 20-6004000 | Securities Custodian | $30,905 |
FUND DIRECT ADVISORS4 years Service code 27 · EIN 27-3584365 | Advisory (Plan) | $14,448 |
PRONVEST5 years Service code 51 · EIN 62-1823351 | Investment Mgmt Fees | $8,640 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,371 | $78,485+20.2% | $106,213-11.1% | $74,495+26.7% |
| Participation rate | 90.6% | 72.8%+17.7pp | 75.3%+15.3pp | 67.2%+23.4pp |
| Annual return | 15.02% | 15.95%-0.9pp | 116.14%-101.1pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $1,118 | $2,523-55.7% | $3,171-64.7% | $2,623-57.4% |
| Participant deferral / active EE | $4,324 | $4,3220% | $5,016-13.8% | $4,346-0.5% |
| Admin fee / account holder | $411 | $2,232-81.6% | $11,033-96.3% | $1,942-78.8% |