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: RELIANT INVESTMENT MANAGEMENT Service code 26 · EIN 62-1842540 1715 AARON BRENNER DRIVE · MEMPHIS, TN 38120 | Advisory (Participants) | $14,758 |
Filed as: B. RILEY WEALTH ADVISORS Service code 26 · EIN 91-1648671 40 S. MAIN · MEMPHIS, TN 38102 | Advisory (Participants) | $8,315 |
Service code 26 · EIN 47-3030907 5350 POPLAR AVENUE, STE. 600 · MEMPHIS, TN 38119 | Advisory (Participants) | $6,443 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,896 |
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 | $109,362 | $51,576+112.0% | $129,207-15.4% | $80,856+35.3% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 11.24% | 20.81%-9.6pp | 9417.33%-9406.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $3,258 | $1,584+105.7% | $4,153-21.6% | $2,755+18.3% |
| Participant deferral / active EE | $5,821 | $2,669+118.1% | $4,168+39.7% | $4,296+35.5% |
| Admin fee / account holder | $454 | $4,305-89.5% | $7,715-94.1% | $6,918-93.4% |