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 |
|---|---|---|
401K ADVISORS INC1+ years Filed as: 401K ADVISORS Service code 27 120 VANTIS, SUITE 400 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $18,750 |
TAIT WELLER & BAKER1+ years Filed as: TAIT WELLER Service code 10 1818 MARKET STREET · PHILADELPHIA, PA 19103 | Accounting | $10,500 |
TIAA1+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $499 |
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 | $100,897 | $67,166+50.2% | $57,343+76.0% | $55,191+82.8% |
| Participation rate | 97.0% | 77.7%+19.3pp | 75.1%+21.9pp | 69.2%+27.8pp |
| Annual return | 1.94% | 4.22%-2.3pp | 24.39%-22.4pp | 10.78%-8.8pp |
| Employer contribution / active EE | $5,430 | $2,812+93.1% | $2,689+101.9% | $1,899+186.0% |
| Participant deferral / active EE | $2,477 | $2,835-12.6% | $3,162-21.7% | $3,046-18.7% |
| Admin fee / account holder | $28 | $44-35.4% | $3,356-99.2% | $91-69.0% |