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 4-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 15 · EIN 16-1450952 | Recordkeeping | $65,427 |
BERGER ASSET MANAGEMENT INC4+ years Service code 21 · EIN 77-0408038 | Bank Trustee | $35,676 |
PRIEST AMISTADI4+ years Filed as: PRIEST AMISTADI CPA'S Service code 10 · EIN 94-2507389 | Accounting | $17,000 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,089 |
STADION MONEY MANAGEMENT1 year Filed as: STADION MONEY MANAGEMENT LLC Service code 27 1061 CLIFF DAWSON ROAD · WATKINSVILLE, GA 30677 | Advisory (Plan) | $5,057 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,296 | $88,581+3.1% | $145,661-37.3% | $74,304+22.9% |
| Participation rate | 100.0% | 64.9%+35.1pp | 77.2%+22.8pp | 60.3%+39.7pp |
| Annual return | 12.93% | 34.30%-21.4pp | 101.46%-88.5pp | 29.43%-16.5pp |
| Employer contribution / active EE | $3,997 | $2,612+53.0% | $4,238-5.7% | $2,241+78.3% |
| Participant deferral / active EE | $8,084 | $4,151+94.7% | $7,198+12.3% | $3,767+114.6% |
| Admin fee / account holder | $669 | $2,953-77.3% | $12,466-94.6% | $2,969-77.5% |