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 |
|---|---|---|
Filed as: STEWART,MARTIN,DUDELEY& WEBB PC Service code 10 · EIN 75-2290093 | Accounting | $34,000 |
INVESTACORP1 year Filed as: CLOSED DLR - INVESTACORP Service code 27 · EIN 59-2395469 | Advisory (Plan) | $27,422 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,881 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $59,710 | $91,517-34.8% | $101,248-41.0% | $73,409-18.7% |
| Participation rate | 42.3% | 73.8%-31.5pp | 75.8%-33.5pp | 72.2%-29.8pp |
| Annual return | 10.82% | 17.17%-6.3pp | 46.47%-35.7pp | 59.29%-48.5pp |
| Employer contribution / active EE | $820 | $2,877-71.5% | $3,660-77.6% | $2,234-63.3% |
| Participant deferral / active EE | $2,167 | $3,338-35.1% | $4,370-50.4% | $3,805-43.1% |
| Admin fee / account holder | $409 | $216+89.5% | $5,945-93.1% | $158+159.1% |