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 MANAGEMENT3 years Service code 27 · EIN 45-5104591 | Advisory (Plan) | $53,934 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,511 |
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 | $51,764 | $100,923-48.7% | $150,045-65.5% | $74,304-30.3% |
| Participation rate | 84.1% | 70.1%+14.0pp | 82.3%+1.8pp | 60.3%+23.8pp |
| Annual return | 20.84% | 51.77%-30.9pp | 62.55%-41.7pp | 29.43%-8.6pp |
| Employer contribution / active EE | $1,621 | $3,463-53.2% | $4,693-65.5% | $2,241-27.7% |
| Participant deferral / active EE | $6,859 | $6,709+2.2% | $7,997-14.2% | $3,767+82.1% |
| Admin fee / account holder | $288 | $2,767-89.6% | $13,435-97.9% | $2,969-90.3% |