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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,974 |
Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $12,600 |
Filed as: WELFARE & PENSION ADMINI Service code 10 · EIN 91-1363171 | Accounting | $10,500 |
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 | $50,347 | $82,664-39.1% | $125,339-59.8% | $68,494-26.5% |
| Participation rate | 97.9% | 75.0%+22.9pp | 82.4%+15.6pp | 67.9%+30.0pp |
| Annual return | -16.19% | -5.97%-10.2pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $3,130 | $3,381-7.4% | $4,814-35.0% | $2,596+20.6% |
| Participant deferral / active EE | $4,992 | $6,110-18.3% | $7,446-33.0% | $4,027+24.0% |
| Admin fee / account holder | $354 | $6,275-94.4% | $10,010-96.5% | $5,403-93.4% |