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 12 · EIN 13-3689044 | Float revenue; Participant communicat... | $26,147 |
AMERITAS LIFE INSURANCE CORP1+ years Filed as: AMERITAS INVESTMENTS CORP Service code 16 | Consulting | $14,716 |
AMERITAS LIFE INSURANCE CORP1+ years Filed as: AMERITAS INVESTMENT CORP. Service code 16 5900 O STREET · LINCOLN, NE 68505 | Consulting | $0 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,944 | $53,412-36.4% | $68,509-50.5% | $52,331-35.1% |
| Participation rate | 83.8% | 71.7%+12.1pp | 74.7%+9.1pp | 68.1%+15.7pp |
| Annual return | -0.38% | 3.42%-3.8pp | 8.27%-8.7pp | 4.54%-4.9pp |
| Employer contribution / active EE | $1,124 | $1,607-30.1% | $2,278-50.7% | $1,882-40.3% |
| Participant deferral / active EE | $2,469 | $2,688-8.1% | $3,382-27.0% | $3,022-18.3% |
| Admin fee / account holder | $117 | $461-74.7% | $5,275-97.8% | $592-80.3% |