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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 |
|---|---|---|
ASCENSUS LLC5 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $20,486 |
CETERA ADVISOR NETWORKS LLC4 years Filed as: CETERA ADVISOR NETWORKS Service code 17 · EIN 95-3845382 200 N. PACIFIC COAST HWY. · EL SEGUNDO, CA 90245 | Pension Consulting | $16,892 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VANTAGEN LLC Service code 17 · EIN 23-2932984 2599 WILMINGTON ROAD · NEW CASTLE, PA 16105 | Pension Consulting | $6,400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,454 | $61,272-73.1% | $149,673-89.0% | $71,457-77.0% |
| Participation rate | 77.5% | 62.5%+15.0pp | 78.8%-1.3pp | 67.9%+9.6pp |
| Annual return | 14.06% | 35.85%-21.8pp | 134.42%-120.4pp | 28.85%-14.8pp |
| Employer contribution / active EE | $1,194 | $2,378-49.8% | $4,818-75.2% | $2,588-53.9% |
| Participant deferral / active EE | $1,444 | $2,917-50.5% | $5,680-74.6% | $4,289-66.3% |
| Admin fee / account holder | $257 | $1,261-79.6% | $13,210-98.1% | $1,587-83.8% |