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 10-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 |
|---|---|---|
AMERICAN FUNDS10+ years Service code 15 · EIN 95-6817943 PO BOX 6007 · INDIANAPOLIS, ID 462066007 | Recordkeeping | $122,440 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 · EIN 30-1413443 | Accounting | $28,665 |
ASSOCIATED PENSION CONSULTANTS11+ years Service code 10 · EIN 94-2456320 PO BOX 1282 · CHICO, CA 959270000 | Accounting | $26,515 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,048 | $84,556+245.4% | $116,228+151.3% | $74,304+293.0% |
| Participation rate | 100.0% | 66.0%+34.0pp | 74.6%+25.4pp | 60.3%+39.7pp |
| Annual return | 17.48% | 18.35%-0.9pp | 90.06%-72.6pp | 29.43%-12.0pp |
| Employer contribution / active EE | $17,624 | $2,168+713.1% | $2,994+488.6% | $2,241+686.4% |
| Participant deferral / active EE | $2,877 | $3,814-24.6% | $4,953-41.9% | $3,767-23.6% |
| Admin fee / account holder | $658 | $3,792-82.7% | $11,989-94.5% | $2,969-77.8% |