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 13 · EIN 42-0127290 | Contract Administrator | $28,531 |
UNIONBANC INVESTMENT SERVICES LLC3 years Service code 17 · EIN 94-0304228 | Pension Consulting | $12,490 |
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 | $36,897 | $71,883-48.7% | $86,677-57.4% | $68,494-46.1% |
| Participation rate | 94.4% | 72.2%+22.1pp | 76.6%+17.8pp | 67.9%+26.5pp |
| Annual return | -12.64% | 3.52%-16.2pp | 35.91%-48.5pp | -7.84%-4.8pp |
| Employer contribution / active EE | $5,625 | $2,173+158.9% | $2,836+98.3% | $2,596+116.6% |
| Participant deferral / active EE | $2,071 | $3,779-45.2% | $4,656-55.5% | $4,027-48.6% |
| Admin fee / account holder | $343 | $6,112-94.4% | $7,493-95.4% | $5,403-93.7% |