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 |
|---|---|---|
ACTUARIAL DESIGNS & SOLUTIONS, INC.2+ years Service code 50 · EIN 01-0496183 | Direct Payment | $30,942 |
Service code 27 · EIN 45-4118952 | Advisory (Plan) | $10,000 |
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 | $12,727 | $23,385-45.6% | $69,182-81.6% | $57,658-77.9% |
| Participation rate | 82.8% | 37.9%+44.9pp | 55.1%+27.7pp | 70.2%+12.6pp |
| Annual return | 5.71% | -659.34%+665.1pp | -21.93%+27.6pp | 5.13%+0.6pp |
| Employer contribution / active EE | $526 | $422+24.6% | $1,206-56.4% | $1,974-73.3% |
| Participant deferral / active EE | $653 | $843-22.5% | $1,897-65.6% | $3,061-78.7% |
| Admin fee / account holder | $83 | $82+1.6% | $2,697-96.9% | $95-11.8% |