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 | $38,500 |
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $24,226 |
PENSION PLAN SPECIALISTS, PC3 years Filed as: PENSION PLAN SPECIALISTS PC Service code 13 | Contract Administrator | $4,742 |
PENSION PLAN SPECIALISTS, PC3 years Filed as: PENSION PLAN SPECIALISTS Service code 13 · EIN 26-1570786 | Contract Administrator | $2,410 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,494 | $122,239-6.3% | $184,203-37.8% | $74,495+53.7% |
| Participation rate | 64.0% | 85.5%-21.5pp | 86.8%-22.9pp | 67.2%-3.2pp |
| Annual return | 11.08% | 19.95%-8.9pp | 28.81%-17.7pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $2,352 | $4,537-48.2% | $6,427-63.4% | $2,623-10.3% |
| Participant deferral / active EE | $4,446 | $7,139-37.7% | $9,131-51.3% | $4,346+2.3% |
| Admin fee / account holder | $450 | $1,260-64.3% | $13,901-96.8% | $1,942-76.8% |