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 |
|---|---|---|
LEGACY ADVISORS LLC2+ years Filed as: LEGACY ADVISORS Service code 27 401 PLYMOUTH RD · PLYMOUTH MEETING, PA 19462 | Advisory (Plan) | $24,209 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $16,542 |
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 | $32,378 | $58,726-44.9% | $92,233-64.9% | $62,292-48.0% |
| Participation rate | 88.8% | 68.3%+20.4pp | 76.5%+12.3pp | 69.5%+19.2pp |
| Annual return | 16.36% | 43.62%-27.3pp | 176.28%-159.9pp | 28.90%-12.5pp |
| Employer contribution / active EE | $1,570 | $2,392-34.4% | $3,679-57.3% | $2,042-23.1% |
| Participant deferral / active EE | $2,649 | $2,766-4.2% | $3,897-32.0% | $3,169-16.4% |
| Admin fee / account holder | $186 | $556-66.6% | $5,194-96.4% | $479-61.2% |