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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.
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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, LLC5+ years Service code 27 · EIN 65-1232249 | Advisory (Plan) | $26,946 |
Filed as: RIVERSEDGE ADV RET SOLUTIONS, LLC Service code 15 | Recordkeeping | $8,566 |
Service code 15 · EIN 27-1155910 | Recordkeeping | $4,760 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,124 | $88,122-35.2% | $141,162-59.5% | $67,579-15.5% |
| Participation rate | 59.4% | 76.5%-17.1pp | 82.5%-23.1pp | 71.3%-11.9pp |
| Annual return | 24.93% | 75.40%-50.5pp | 71.39%-46.5pp | 378.56%-353.6pp |
| Employer contribution / active EE | $1,724 | $3,224-46.5% | $4,735-63.6% | $2,148-19.7% |
| Participant deferral / active EE | $3,168 | $5,958-46.8% | $6,709-52.8% | $3,539-10.5% |
| Admin fee / account holder | $98 | $131-24.8% | $10,261-99.0% | $142-30.8% |