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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 |
|---|---|---|
MENKE & ASSOCIATES, INC.7+ years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $13,530 |
BIGGS KOFFORD, P.C.7+ years Service code 10 · EIN 84-0884124 | Accounting | $10,715 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,750 | $104,475-34.2% | $159,436-56.9% | $79,386-13.4% |
| Participation rate | 97.5% | 76.6%+20.8pp | 82.8%+14.6pp | 70.7%+26.8pp |
| Annual return | 28.72% | 67.95%-39.2pp | 263.57%-234.8pp | 116.85%-88.1pp |
| Employer contribution / active EE | $4,237 | $3,417+24.0% | $4,829-12.3% | $2,427+74.6% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,352-100.0% | $4,046-100.0% |
| Admin fee / account holder | $328 | $711-53.9% | $10,799-97.0% | $626-47.7% |