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.
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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: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $80,683 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $47,905 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $1,615 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,193 | $64,119+40.7% | $112,228-19.6% | $66,914+34.8% |
| Participation rate | 88.2% | 68.5%+19.8pp | 75.1%+13.2pp | 69.8%+18.4pp |
| Annual return | -15.50% | -13.81%-1.7pp | 27.45%-42.9pp | 1.58%-17.1pp |
| Employer contribution / active EE | $4,377 | $3,005+45.6% | $3,635+20.4% | $2,544+72.0% |
| Participant deferral / active EE | $8,070 | $3,693+118.5% | $4,728+70.7% | $4,237+90.5% |
| Admin fee / account holder | $986 | $625+57.8% | $6,410-84.6% | $593+66.2% |