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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 |
|---|---|---|
MENKE & ASSOCIATES, INC.5 years Service code 13 · EIN 94-2349093 | Contract Administrator | $27,882 |
CROWE LLP1 year Service code 34 · EIN 35-0921680 | Valuation (appraisals, etc.) | $14,328 |
ACUITY2 years Filed as: ACUITY ADVISORS Service code 10 · EIN 33-0204776 | Accounting | $13,125 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,245 | $84,487+29.3% | $125,339-12.8% | $66,914+63.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -5.33% | -8.39%+3.1pp | 572.05%-577.4pp | 1.58%-6.9pp |
| Employer contribution / active EE | $10,353 | $3,553+191.4% | $4,814+115.1% | $2,544+306.9% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $316 | $685-53.8% | $10,010-96.8% | $593-46.7% |