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 13 · EIN 42-0127290 | Contract Administrator | $52,350 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $22,532 |
Filed as: ASSUREDPARTNERS INVESTMENT ADVISORS Service code 27 · EIN 85-0777552 | Advisory (Plan) | $8,277 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,175 | $101,317-14.9% | $146,958-41.4% | $74,495+15.7% |
| Participation rate | 96.0% | 75.5%+20.4pp | 82.2%+13.8pp | 67.2%+28.8pp |
| Annual return | 16.75% | 8730.91%-8714.2pp | 418.34%-401.6pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $1,935 | $3,810-49.2% | $4,933-60.8% | $2,623-26.2% |
| Participant deferral / active EE | $8,266 | $7,303+13.2% | $8,070+2.4% | $4,346+90.2% |
| Admin fee / account holder | $323 | $1,739-81.4% | $12,998-97.5% | $1,942-83.4% |