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 8-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 |
|---|---|---|
HORNE LLP4+ years Service code 10 · EIN 20-1941244 | Accounting | $16,500 |
SHERIDAN ROAD ADVISORS LLC4+ years Filed as: HUB INTERNATIONAL Service code 13 · EIN 35-0672425 | Contract Administrator | $8,195 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,121 | $94,529-5.7% | $140,016-36.3% | $64,186+38.8% |
| Participation rate | 80.5% | 84.1%-3.6pp | 87.5%-7.0pp | 69.6%+10.9pp |
| Annual return | 6.55% | 7.77%-1.2pp | 651.12%-644.6pp | 7.63%-1.1pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $637 | $6,741-90.6% | $10,705-94.1% | $4,888-87.0% |