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 6-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 |
|---|---|---|
Filed as: THURSTON SPRINGER ADVISORS, LLC Service code 27 9000 KEYSTONE CROSSING · INDIANAPOLIS, IN 462402118 | Advisory (Plan) | $6,679 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,996 | $62,327-79.1% | $120,354-89.2% | $74,495-82.6% |
| Participation rate | 83.1% | 56.8%+26.3pp | 71.9%+11.1pp | 67.2%+15.9pp |
| Annual return | 14.87% | 18.61%-3.7pp | 107.15%-92.3pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $864 | $1,843-53.1% | $3,463-75.0% | $2,623-67.1% |
| Participant deferral / active EE | $1,627 | $2,893-43.8% | $4,991-67.4% | $4,346-62.6% |
| Admin fee / account holder | $85 | $2,396-96.4% | $9,423-99.1% | $1,942-95.6% |