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 15 · EIN 48-1205033 | Recordkeeping | $11,679 |
SAXONY CAPITAL MANAGEMENT2 years Filed as: SAXONY CAPITAL MANAGEMENT, LLC Service code 27 7401 WATSON RD · SAINT LOUIS, MO 631194415 | Advisory (Plan) | $10,827 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,736 | $59,159-53.1% | $159,960-82.7% | $66,914-58.6% |
| Participation rate | 86.7% | 68.1%+18.6pp | 78.0%+8.7pp | 69.8%+16.9pp |
| Annual return | -18.89% | -12.26%-6.6pp | 408.60%-427.5pp | 1.58%-20.5pp |
| Employer contribution / active EE | $1,278 | $1,983-35.5% | $4,226-69.8% | $2,544-49.8% |
| Participant deferral / active EE | $2,184 | $4,395-50.3% | $6,182-64.7% | $4,237-48.5% |
| Admin fee / account holder | $247 | $591-58.2% | $8,698-97.2% | $593-58.4% |