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 |
|---|---|---|
Filed as: TWELVE POINTS WEALTH MGT LLC Service code 27 · EIN 46-5061538 | Advisory (Plan) | $8,534 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $6,901 |
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 | $49,266 | $98,750-50.1% | $149,696-67.1% | $79,858-38.3% |
| Participation rate | 74.5% | 75.8%-1.3pp | 82.5%-8.0pp | 69.6%+4.8pp |
| Annual return | 15.48% | 27.43%-11.9pp | 276.60%-261.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $5,536 | $3,216+72.1% | $4,644+19.2% | $2,471+124.0% |
| Participant deferral / active EE | $5,617 | $5,680-1.1% | $6,842-17.9% | $3,740+50.2% |
| Admin fee / account holder | $137 | $6,053-97.7% | $9,309-98.5% | $5,306-97.4% |