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 17 · EIN 13-5674085 | Pension Consulting | $35,015 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,995 |
Filed as: PLAN DESIGN CONSULTANTS INC Service code 13 · EIN 94-2936206 | Contract Administrator | $6,093 |
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 | $129,980 | $79,013+64.5% | $100,391+29.5% | $74,495+74.5% |
| Participation rate | 68.7% | 79.5%-10.8pp | 81.5%-12.8pp | 67.2%+1.5pp |
| Annual return | 14.00% | 20.41%-6.4pp | 49.20%-35.2pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $13,611 | $7,760+75.4% | $8,082+68.4% | $4,346+213.2% |
| Admin fee / account holder | $496 | $1,320-62.4% | $7,899-93.7% | $1,942-74.4% |