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 9-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 13 · EIN 42-0127290 | Contract Administrator | $123,778 |
AURORA PRIVATE WEALTH INC4 years Filed as: AURORA PRIVATE WEALTH, INC. Service code 27 · EIN 47-4814591 | Advisory (Plan) | $40,848 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $27,565 |
ASCENSUS LLC1 year Filed as: DWC ERISA CONSULTANTS LLC Service code 13 · EIN 26-2091417 | Contract Administrator | $12,974 |
Service code 13 · EIN 11-3271022 | Contract Administrator | $7,423 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,738 | $45,031+8.2% | $84,966-42.6% | $77,643-37.2% |
| Participation rate | 99.8% | 48.7%+51.1pp | 67.5%+32.3pp | 70.6%+29.2pp |
| Annual return | 16.37% | 79.22%-62.8pp | 66.38%-50.0pp | 31.24%-14.9pp |
| Employer contribution / active EE | $2,863 | $1,609+77.9% | $2,727+5.0% | $2,726+5.0% |
| Participant deferral / active EE | $5,689 | $2,807+102.6% | $4,519+25.9% | $4,647+22.4% |
| Admin fee / account holder | $234 | $912-74.4% | $6,149-96.2% | $430-45.7% |