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 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $36,166 |
COAST BENEFITS7+ years Service code 13 · EIN 33-0670046 | Contract Administrator | $30,000 |
BUCKINGHAM STRATEGIC PARTNERS7+ years Filed as: FOCUS INVESTMENT GROUP Service code 17 · EIN 33-0606466 | Pension Consulting | $21,750 |
MILLER KAPLAN ARASE LLP7+ years Service code 10 · EIN 95-2036255 | Accounting | $10,533 |
GILBERT & SACKMAN6 years Service code 29 · EIN 95-2906951 | Legal | $10,010 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,433 | $106,236-46.9% | $112,228-49.7% | $64,808-12.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -18.07% | -6.02%-12.0pp | 27.45%-45.5pp | 32.82%-50.9pp |
| Employer contribution / active EE | $8,431 | $3,166+166.3% | $3,635+132.0% | $2,506+236.5% |
| Participant deferral / active EE | $296 | $3,785-92.2% | $4,728-93.7% | $4,310-93.1% |
| Admin fee / account holder | $311 | $452-31.1% | $6,410-95.1% | $188+65.6% |