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 |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $21,488 |
LEGACY ADVISORS LLC5+ years Filed as: LEGACY ADVISORS Service code 27 401 PLYMOUTH RD · PLYMOUTH MEETING, PA 19462 | Advisory (Plan) | $12,861 |
WILMINGTON TRUST1 year Service code 27 1100 N. MARKET ST · WILMINGTON, DE 19890 | Advisory (Plan) | $8,867 |
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 | $43,380 | $69,362-37.5% | $101,248-57.2% | $73,488-41.0% |
| Participation rate | 81.8% | 68.4%+13.4pp | 75.8%+6.0pp | 70.7%+11.1pp |
| Annual return | 13.75% | 18.46%-4.7pp | 46.47%-32.7pp | 28.51%-14.8pp |
| Employer contribution / active EE | $1,598 | $2,628-39.2% | $3,660-56.3% | $2,270-29.6% |
| Participant deferral / active EE | $3,089 | $3,300-6.4% | $4,370-29.3% | $3,740-17.4% |
| Admin fee / account holder | $196 | $704-72.1% | $5,945-96.7% | $513-61.7% |