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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 |
|---|---|---|
Filed as: COMYNS, SMITH, MCCLEARY & DEAVER Service code 10 · EIN 68-0307221 | Accounting | $40,115 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $16,005 |
ACCLARO VALUATION ADVISORS3+ years Service code 34 · EIN 46-0553969 | Direct payment from the plan; Valuati... | $9,500 |
MATRIX TRUST COMPANY2 years Service code 21 · EIN 75-3182674 | Bank Trustee | $5,185 |
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 | $72,374 | $81,474-11.2% | $133,956-46.0% | $73,488-1.5% |
| Participation rate | 92.6% | 76.4%+16.2pp | 79.8%+12.8pp | 70.7%+21.9pp |
| Annual return | 37.50% | 19.40%+18.1pp | 45.09%-7.6pp | 28.51%+9.0pp |
| Employer contribution / active EE | $1,104 | $2,209-50.0% | $3,919-71.8% | $2,270-51.4% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $532 | $713-25.3% | $8,927-94.0% | $513+3.8% |