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 37 · EIN 04-2647786 | Loan Processing | $78,462 |
Filed as: INVESTMENT RESEARCH & ADVISORY GRO Service code 27 · EIN 58-1989031 | Advisory (Plan) | $32,500 |
Filed as: LONG & ASSOCIATES Service code 10 · EIN 48-1273859 | Accounting | $16,200 |
Service code 10 · EIN 05-0409384 | Accounting | $9,056 |
THOMPSON HINE6 years Service code 29 · EIN 34-0575300 | Legal | $7,799 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,548 |
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 | $100,268 | $88,083+13.8% | $164,813-39.2% | $74,495+34.6% |
| Participation rate | 96.4% | 73.0%+23.4pp | 78.6%+17.8pp | 67.2%+29.2pp |
| Annual return | 14.88% | 17.26%-2.4pp | 69.93%-55.0pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $3,523 | $2,593+35.9% | $4,341-18.8% | $2,623+34.3% |
| Participant deferral / active EE | $11,075 | $4,498+146.2% | $6,031+83.6% | $4,346+154.9% |
| Admin fee / account holder | $329 | $2,234-85.3% | $12,690-97.4% | $1,942-83.0% |