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 |
|---|---|---|
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $22,400 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: CHARTWELL Service code 34 · EIN 03-6479908 | Direct payment from the plan; Consult... | $16,169 |
Filed as: PRINCIPAL FINANCIAL Service code 13 · EIN 42-0127290 | Contract Administrator | $5,604 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,536 | $49,138-23.6% | $84,015-55.3% | $65,185-42.4% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 70.2%+29.8pp |
| Annual return | 18.31% | 23.00%-4.7pp | 71.31%-53.0pp | 29.38%-11.1pp |
| Employer contribution / active EE | $1,681 | $914+83.9% | $1,983-15.3% | $2,177-22.8% |
| Participant deferral / active EE | $0 | $2,397-100.0% | $3,239-100.0% | $3,514-100.0% |
| Admin fee / account holder | $301 | $543-44.6% | $6,101-95.1% | $847-64.5% |