See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 34 · EIN 94-6000513 | Consulting fees; Valuation (appraisal... | $135,250 |
ISAACKS & ASSOCIATES1 year Service code 20 · EIN 91-1110351 | Trustee (individual); Consulting fees | $113,250 |
Filed as: BENNY R VALEK Service code 29 · EIN 74-3170813 | Legal | $80,000 |
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $24,842 |
DOEREN MAYHEW1 year Service code 10 · EIN 36-4745545 | Accounting | $19,900 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,256 | $106,236+104.5% | $112,228+93.6% | $64,808+235.2% |
| Participation rate | 97.6% | 71.7%+25.9pp | 75.1%+22.5pp | 71.5%+26.1pp |
| Annual return | 125.03% | -6.02%+131.0pp | 27.45%+97.6pp | 32.82%+92.2pp |
| Employer contribution / active EE | $0 | $3,166-100.0% | $3,635-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $1,084 | $452+140.0% | $6,410-83.1% | $188+477.2% |