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: RIMKUS, MARCIANO & ASSOCIATES INC Service code 49 3136 WINTON RD S STE 300 · ROCHESTER, NY 14623 | Other Services | $16,746 |
MORNINGSTAR8 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,132 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,996 | $80,724+199.8% | $103,333+134.2% | $74,495+224.9% |
| Participation rate | 98.4% | 65.7%+32.7pp | 74.5%+23.9pp | 67.2%+31.2pp |
| Annual return | 12.37% | 27.56%-15.2pp | 24.88%-12.5pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $9,461 | $3,157+199.7% | $3,868+144.6% | $2,623+260.7% |
| Participant deferral / active EE | $9,673 | $3,860+150.6% | $5,057+91.3% | $4,346+122.6% |
| Admin fee / account holder | $44 | $2,368-98.2% | $8,355-99.5% | $1,942-97.8% |