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 LLC3+ years Filed as: LEGACY ADVISORS Service code 27 401 PLYMOUTH RD · PLYMOUTH MEETING, PA 19462 | Advisory (Plan) | $29,102 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $21,412 |
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 | $29,928 | $55,449-46.0% | $83,848-64.3% | $56,287-46.8% |
| Participation rate | 87.7% | 68.0%+19.7pp | 76.1%+11.6pp | 69.9%+17.9pp |
| Annual return | -6.19% | -1.38%-4.8pp | 850.88%-857.1pp | -9.96%+3.8pp |
| Employer contribution / active EE | $1,656 | $2,430-31.9% | $3,631-54.4% | $2,111-21.6% |
| Participant deferral / active EE | $2,810 | $2,935-4.3% | $4,082-31.1% | $3,350-16.1% |
| Admin fee / account holder | $220 | $656-66.5% | $5,478-96.0% | $521-57.8% |