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 |
|---|---|---|
VISION ASSET MANAGEMENT2 years Service code 27 · EIN 45-5104591 | Advisory (Plan) | $44,891 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,804 |
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 | $46,112 | $101,317-54.5% | $146,958-68.6% | $74,495-38.1% |
| Participation rate | 84.1% | 75.5%+8.6pp | 82.2%+2.0pp | 67.2%+16.9pp |
| Annual return | 19.26% | 8730.91%-8711.7pp | 418.34%-399.1pp | 1364.94%-1345.7pp |
| Employer contribution / active EE | $1,339 | $3,810-64.9% | $4,933-72.9% | $2,623-49.0% |
| Participant deferral / active EE | $7,191 | $7,303-1.5% | $8,070-10.9% | $4,346+65.5% |
| Admin fee / account holder | $266 | $1,739-84.7% | $12,998-98.0% | $1,942-86.3% |