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 |
|---|---|---|
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS WEALTH ADVISORS, LLC Service code 26 · EIN 43-1815436 | Advisory (Participants) | $50,624 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $10,502 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,628 | $96,486-70.3% | $153,485-81.3% | $77,643-63.1% |
| Participation rate | 98.1% | 81.6%+16.5pp | 77.1%+21.0pp | 70.6%+27.5pp |
| Annual return | 17.11% | 14.44%+2.7pp | 15.65%+1.5pp | 31.24%-14.1pp |
| Employer contribution / active EE | $4,932 | $5,224-5.6% | $5,039-2.1% | $2,726+80.9% |
| Participant deferral / active EE | $6,730 | $6,609+1.8% | $6,757-0.4% | $4,647+44.8% |
| Admin fee / account holder | $322 | $182+76.6% | $12,724-97.5% | $430-25.1% |