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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 |
|---|---|---|
PROACCOUNT1 year Service code 26 · EIN 73-0988442 | Advisory (Participants) | $33,626 |
Filed as: CONCURRENT INVESTMENT ADVISORS Service code 22 · EIN 92-1819393 | Insurance Broker | $31,651 |
NATIONWIDE10+ years Service code 15 · EIN 31-1592130 | Recordkeeping | $21,283 |
PENSION PLAN SPECIALISTS, PC2 years Service code 13 · EIN 26-1570786 | Contract Administrator | $1,200 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,463 | $59,417-21.8% | $93,606-50.4% | $74,495-37.6% |
| Participation rate | 80.0% | 59.7%+20.3pp | 68.7%+11.3pp | 67.2%+12.8pp |
| Annual return | 10.07% | 81.83%-71.8pp | 133.20%-123.1pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $1,502 | $1,264+18.8% | $2,420-37.9% | $2,623-42.8% |
| Participant deferral / active EE | $3,963 | $3,050+29.9% | $4,411-10.2% | $4,346-8.8% |
| Admin fee / account holder | $428 | $3,021-85.8% | $8,285-94.8% | $1,942-78.0% |