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 37 · EIN 04-2647786 | Loan Processing | $60,766 |
Filed as: MAXWELL LOCKE & RITTER Service code 10 · EIN 74-2900215 | Accounting | $20,000 |
Filed as: SAGEVIEW Service code 27 · EIN 33-0818667 | Advisory (Plan) | $15,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $251,085 | $66,310+278.7% | $93,606+168.2% | $65,185+285.2% |
| Participation rate | 97.1% | 74.0%+23.1pp | 75.8%+21.3pp | 70.2%+26.9pp |
| Annual return | 21.90% | 42.58%-20.7pp | 32.76%-10.9pp | 29.38%-7.5pp |
| Employer contribution / active EE | $6,683 | $2,012+232.1% | $2,718+145.9% | $2,177+207.0% |
| Participant deferral / active EE | $8,498 | $3,342+154.3% | $4,069+108.9% | $3,514+141.8% |
| Admin fee / account holder | $452 | $6,897-93.4% | $7,888-94.3% | $847-46.7% |