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: FIDUCIARY CONSULTING GROUP, INC. Service code 12 · EIN 20-2807852 | Named fiduciary; Claims processing; O... | $12,825 |
BLUESTAR RETIREMENT SERVICES1 year Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 12 · EIN 59-3092339 822 A1A N., SUITE 211 · PONTE VEDRA BEACH, FL 32082 | Participant communication; Other serv... | $11,016 |
MCKNIGHT ADVISORY GROUP2 years Service code 27 · EIN 62-1422262 1800 S RUTHERFORD BLVD, SUITE 202 · MURFREESBORO, TN 37130 | Advisory (Plan) | $9,161 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,658 | $84,028-45.7% | $75,696-39.7% | - |
| Participation rate | 68.7% | 79.0%-10.4pp | 74.8%-6.1pp | - |
| Annual return | 20.84% | 14.09%+6.8pp | 104.53%-83.7pp | - |
| Employer contribution / active EE | $1,823 | $2,146-15.1% | $2,743-33.5% | - |
| Participant deferral / active EE | $2,377 | $3,526-32.6% | $3,821-37.8% | - |
| Admin fee / account holder | $431 | $3,165-86.4% | $3,619-88.1% | - |