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 |
|---|---|---|
FICUCIA GROUP, LLC2+ years Service code 27 ATTN ACCOUNTING · PITTSBURG, PA 15219 | Advisory (Plan) | $34,000 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $25,951 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 50 · EIN 84-1532243 | Direct Payment | $12,524 |
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 | $49,963 | $80,177-37.7% | $123,892-59.7% | $57,658-13.3% |
| Participation rate | 99.6% | 74.4%+25.2pp | 81.4%+18.2pp | 70.2%+29.4pp |
| Annual return | 8.42% | 17.90%-9.5pp | 47.52%-39.1pp | 5.13%+3.3pp |
| Employer contribution / active EE | $1,295 | $2,913-55.5% | $4,617-71.9% | $1,974-34.4% |
| Participant deferral / active EE | $5,564 | $5,130+8.5% | $5,984-7.0% | $3,061+81.8% |
| Admin fee / account holder | $67 | $106-37.4% | $8,357-99.2% | $95-29.6% |