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 |
|---|---|---|
ARNOLD & KADJAN1+ years Filed as: ARNOLD AND KADJAN Service code 29 · EIN 36-2498571 | Legal | $49,117 |
BANSLEY AND KIENER, LLP1+ years Filed as: BANSLEY AND KIENER LLP Service code 10 · EIN 36-2152389 | Accounting | $15,000 |
ZENITH AMERICAN SOLUTIONS1+ years Service code 49 · EIN 52-1590516 | Other Services | $9,500 |
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Distribution (12b... | $765 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,064 | $50,464-50.3% | $75,781-66.9% | $52,331-52.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | -1.66% | 1.03%-2.7pp | 9.68%-11.3pp | 4.54%-6.2pp |
| Employer contribution / active EE | $1,819 | $1,988-8.5% | $3,323-45.3% | $1,882-3.4% |
| Participant deferral / active EE | $791 | $2,570-69.2% | $3,651-78.3% | $3,022-73.8% |
| Admin fee / account holder | $558 | $1,103-49.4% | $5,299-89.5% | $592-5.7% |