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 | $45,676 |
Service code 27 · EIN 99-2539506 | Advisory (Plan) | $33,518 |
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934 | Accounting | $12,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,774 | $132,049+46.0% | $200,582-3.9% | $74,304+159.4% |
| Participation rate | 97.4% | 84.1%+13.3pp | 86.9%+10.5pp | 60.3%+37.0pp |
| Annual return | 18.45% | 22.22%-3.8pp | 42.33%-23.9pp | 29.43%-11.0pp |
| Employer contribution / active EE | $3,987 | $4,558-12.5% | $6,419-37.9% | $2,241+77.9% |
| Participant deferral / active EE | $16,608 | $7,213+130.3% | $9,331+78.0% | $3,767+340.9% |
| Admin fee / account holder | $525 | $2,405-78.2% | $16,305-96.8% | $2,969-82.3% |