Filed April 4, 2018
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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.
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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 |
|---|---|---|
INR ADVISORS6+ years Service code 27 · EIN 23-2692804 115 W STATE STREET · MEDIA, PA 19063 | Advisory (Plan) | $20,416 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,625 | $56,485-52.9% | $185,823-85.7% | $86,799-69.3% |
| Participation rate | 55.9% | 65.5%-9.6pp | 81.7%-25.8pp | 72.3%-16.4pp |
| Annual return | 12.45% | 118.04%-105.6pp | 122.05%-109.6pp | 97.91%-85.5pp |
| Employer contribution / active EE | $756 | $1,843-59.0% | $5,167-85.4% | $2,405-68.6% |
| Participant deferral / active EE | $1,613 | $2,553-36.8% | $5,568-71.0% | $4,131-61.0% |
| Admin fee / account holder | $163 | $150+9.2% | $16,237-99.0% | $170-3.7% |