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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 |
|---|---|---|
BENSLER, LLC3 years Filed as: BENSLER LLC Service code 99 · EIN 71-1004774 | Other Fees | $100,000 |
Filed as: FLEX-PLAN RETIREMENT SERVICES Service code 99 · EIN 80-0102330 P.O BOX 1650 · ISSAQUAH, WA 98027 | Other Fees | $18,818 |
CLARK NUBER2 years Filed as: CLARK NUBER P.S. Service code 10 · EIN 91-1194016 | Accounting | $0 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,814 | $106,028+66.8% | $146,958+20.3% | $77,643+127.7% |
| Participation rate | 85.7% | 78.4%+7.3pp | 82.2%+3.6pp | 70.6%+15.1pp |
| Annual return | 16.42% | 56.73%-40.3pp | 418.34%-401.9pp | 31.24%-14.8pp |
| Employer contribution / active EE | $3,226 | $4,063-20.6% | $4,933-34.6% | $2,726+18.3% |
| Participant deferral / active EE | $9,873 | $7,990+23.6% | $8,070+22.3% | $4,647+112.5% |
| Admin fee / account holder | $347 | $337+2.9% | $12,998-97.3% | $430-19.3% |