See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: REILLY FINANCIAL ADVISORS LLC Service code 27 7777 ALVARADO RD STE 116 · LA MESA, CA 91942 | Advisory (Plan) | $33,454 |
Filed as: ADMINISTRATIVE FIDUCIARY SERVICES I Service code 99 10777 NORTHWEST FWY STE 440 · HOUSTON, TX 77092 | Other Fees | $22,419 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,293 |
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 | $34,523 | $79,519-56.6% | $95,952-64.0% | $73,409-53.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 14.77% | 19.20%-4.4pp | 91.61%-76.8pp | 59.29%-44.5pp |
| Employer contribution / active EE | $675 | $2,048-67.1% | $2,541-73.4% | $2,234-69.8% |
| Participant deferral / active EE | $3,028 | $4,138-26.8% | $4,167-27.3% | $3,805-20.4% |
| Admin fee / account holder | $226 | $184+22.6% | $6,795-96.7% | $158+43.1% |