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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 21 · EIN 16-1450952 150 STATE STREET · ROCHESTER, NY 14614 | Bank Trustee | $106,945 |
GERBER LLC7+ years Filed as: GERBER/TAYLOR & ASSOCIATES Service code 27 · EIN 62-1420786 ONE COMMERCE SQUARE, SUITE 1900 · MEMPHIS, TN 38103 | Advisory (Plan) | $46,200 |
BURLEIGH CONSULTING GROUP7+ years Service code 14 · EIN 62-0842964 465 JACK KRAMER DRIVE, SUITE 2 · MEMPHIS, TN 38117 | Plan Administrator | $26,000 |
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.
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 | $254,503 | $50,815+400.8% | $155,509+63.7% | $77,643+227.8% |
| Participation rate | 86.5% | 63.1%+23.4pp | 78.2%+8.3pp | 70.6%+15.9pp |
| Annual return | 11.20% | 34.80%-23.6pp | 64.67%-53.5pp | 31.24%-20.0pp |
| Employer contribution / active EE | $11,740 | $1,993+489.2% | $4,672+151.3% | $2,726+330.7% |
| Participant deferral / active EE | $4,553 | $2,822+61.3% | $5,626-19.1% | $4,647-2.0% |
| Admin fee / account holder | $385 | $437-11.8% | $15,912-97.6% | $430-10.5% |