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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.
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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 |
|---|---|---|
BKS RETIREMENT SERVICES2 years Filed as: BKS FINANCIAL INVESTMENTS LLC Service code 27 · EIN 84-1921272 | Advisory (Plan) | $53,422 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $24,006 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,830 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,893 | $73,360+171.1% | $177,989+11.7% | $74,495+167.0% |
| Participation rate | 56.5% | 66.6%-10.1pp | 77.1%-20.6pp | 67.2%-10.7pp |
| Annual return | 15.72% | 17.49%-1.8pp | 294.48%-278.8pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $4,860 | $2,216+119.3% | $3,949+23.1% | $2,623+85.3% |
| Participant deferral / active EE | $8,337 | $4,513+84.7% | $6,276+32.8% | $4,346+91.8% |
| Admin fee / account holder | $748 | $1,808-58.6% | $10,363-92.8% | $1,942-61.5% |