Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PLANPILOT, LLC1 year Filed as: PLAN PILOT LLC Service code 99 · EIN 45-4168388 | Other Fees | $28,077 |
Filed as: LANE GORMAN TRUBITT LLC Service code 99 · EIN 75-1044330 | Other Fees | $12,000 |
PLANPILOT, LLC1 year Filed as: PLAN PILOT, LLC Service code 99 · EIN 75-1451116 | Other Fees | $9,359 |
THE ALLOCATION COMPANY1 year Service code 99 · EIN 76-0354750 | Other Fees | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,007 | $65,084+221.1% | $67,681+208.8% | $64,340+224.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 73.7%+26.3pp | 55.2%+44.8pp |
| Annual return | 10.33% | 20.50%-10.2pp | 590.58%-580.3pp | 24.14%-13.8pp |
| Employer contribution / active EE | $4,517 | $2,398+88.3% | $2,678+68.7% | $1,862+142.6% |
| Participant deferral / active EE | $7,131 | $3,210+122.1% | $3,976+79.4% | $2,980+139.3% |
| Admin fee / account holder | $584 | $1,415-58.7% | $6,100-90.4% | $3,703-84.2% |