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 |
|---|---|---|
Filed as: PRIVATE ADVISOR GROUP Service code 99 · EIN 27-3463733 65 MADISON AVE #300 · MORRISTOWN, NJ 07960 | Other Fees | $9,531 |
CONSULTING ACTUARIES, INC.2 years Service code 99 · EIN 22-2000222 330 PASSAIC AVE. · FAIRFIELD, NJ 07004 | Other Fees | $5,277 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 NOT PROVIDED · NOT PROVIDED, NJ 00000 | Advisory (Plan) | $0 |
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 | $34,929 | $89,652-61.0% | $141,162-75.3% | $65,185-46.4% |
| Participation rate | 44.8% | 74.7%-29.9pp | 82.5%-37.6pp | 70.2%-25.4pp |
| Annual return | 22.52% | 32.79%-10.3pp | 71.39%-48.9pp | 29.38%-6.9pp |
| Employer contribution / active EE | $760 | $3,065-75.2% | $4,735-83.9% | $2,177-65.1% |
| Participant deferral / active EE | $2,913 | $5,691-48.8% | $6,709-56.6% | $3,514-17.1% |
| Admin fee / account holder | $62 | $569-89.2% | $10,261-99.4% | $847-92.7% |