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 13 · EIN 42-0127290 | Contract Administrator | $50,561 |
ACTUARIAL BENEFITS CORP7 years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 16 · EIN 20-1054428 | Consulting | $35,931 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $97,023 | $100,923-3.9% | $150,045-35.3% | $74,304+30.6% |
| Participation rate | 70.8% | 70.1%+0.7pp | 82.3%-11.5pp | 60.3%+10.4pp |
| Annual return | 19.13% | 51.77%-32.6pp | 62.55%-43.4pp | 29.43%-10.3pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $11,389 | $6,709+69.7% | $7,997+42.4% | $3,767+202.3% |
| Admin fee / account holder | $329 | $2,767-88.1% | $13,435-97.6% | $2,969-88.9% |