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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.
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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 |
|---|---|---|
WITHUMSMITH+BROWN, PC9+ years Filed as: RUBIN BROWN Service code 10 · EIN 43-0765316 | Accounting | $63,220 |
CONSTRUCTION BENEFITS AUDIT CORP9+ years Filed as: CONSTRUCTION ECONOMICS, LLC Service code 34 720 KIPLING STREET · LAKEWOOD, CO 80215 | Valuation (appraisals, etc.) | $22,100 |
MILLIMAN, INC.9+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $15,630 |
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.
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 | $78,866 | $101,317-22.2% | $146,958-46.3% | $74,495+5.9% |
| Participation rate | 98.5% | 75.5%+23.0pp | 82.2%+16.4pp | 67.2%+31.3pp |
| Annual return | 8.71% | 8730.91%-8722.2pp | 418.34%-409.6pp | 1364.94%-1356.2pp |
| Employer contribution / active EE | $7,479 | $3,810+96.3% | $4,933+51.6% | $2,623+185.1% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $479 | $1,739-72.5% | $12,998-96.3% | $1,942-75.3% |