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 |
|---|---|---|
PACIFIC ISLANDS FINANCIAL MGMT, LLC3+ years Service code 27 · EIN 65-1232249 | Advisory (Plan) | $23,558 |
Service code 15 · EIN 27-1155910 | Recordkeeping | $8,859 |
Filed as: RIVERSEDGE ADV RET SOLUTIONS, LLC Service code 15 | Recordkeeping | $3,010 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,298 | $80,753-30.3% | $136,294-58.7% | $62,292-9.6% |
| Participation rate | 65.4% | 73.5%-8.2pp | 81.9%-16.6pp | 69.5%-4.2pp |
| Annual return | 20.96% | 35.83%-14.9pp | 5155.94%-5135.0pp | 28.90%-7.9pp |
| Employer contribution / active EE | $1,898 | $2,884-34.2% | $4,695-59.6% | $2,042-7.0% |
| Participant deferral / active EE | $3,506 | $5,164-32.1% | $6,247-43.9% | $3,169+10.6% |
| Admin fee / account holder | $172 | $525-67.2% | $9,243-98.1% | $479-64.1% |