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 |
|---|---|---|
CES INS AGENCY INC5 years Filed as: CES INSURANCE AGENCY, INC. Service code 26 · EIN 04-2865307 | Advisory (Participants) | $15,095 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $40 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,818 | $53,822+33.4% | $75,696-5.1% | $85,850-16.3% |
| Participation rate | 75.4% | 69.1%+6.3pp | 74.8%+0.6pp | 69.3%+6.1pp |
| Annual return | 12.73% | 24.54%-11.8pp | 104.53%-91.8pp | 318.53%-305.8pp |
| Employer contribution / active EE | $436 | $2,017-78.4% | $2,743-84.1% | $2,565-83.0% |
| Participant deferral / active EE | $2,480 | $2,895-14.4% | $3,821-35.1% | $3,952-37.3% |
| Admin fee / account holder | $165 | $3,343-95.1% | $3,619-95.5% | $6,260-97.4% |