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 |
|---|---|---|
PENTEGRA SERVICES, INC.1+ years Service code 15 · EIN 13-3745616 108 CORPORATE PARK DRIVE · WHITE PLAINS, NY 106041805 | Recordkeeping | $54,812 |
MILLER KAPLAN ARASE LLP1+ years Filed as: MILLER KAPLAN ARASE, LLP Service code 10 4123 LANKERSHIM BOULEVARD · FNORTH HOLLYWOOD, CA 916022828 | Accounting | $22,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,798 | $37,134-11.7% | $100,671-67.4% | $52,331-37.3% |
| Participation rate | 100.0% | 57.7%+42.3pp | 70.7%+29.3pp | 68.1%+31.9pp |
| Annual return | -1.23% | 0.10%-1.3pp | 20.43%-21.7pp | 4.54%-5.8pp |
| Employer contribution / active EE | $4,800 | $1,187+304.3% | $4,012+19.6% | $1,882+155.1% |
| Participant deferral / active EE | $0 | $2,163-100.0% | $3,144-100.0% | $3,022-100.0% |
| Admin fee / account holder | $304 | $467-34.9% | $4,850-93.7% | $592-48.7% |