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 |
|---|---|---|
BEACON POINTE ADVISORS LLC3 years Filed as: BEACON ADMINISTRATORS Service code 13 · EIN 23-2148108 | Contract Administrator | $56,950 |
ANDCO CONSULTING4 years Service code 17 531 WEST MORSE BLVD · WINTER PARK, FL 32789 | Pension Consulting | $53,542 |
PACKER THOMAS6 years Service code 10 · EIN 34-1667340 | Accounting | $40,675 |
MEYER, UNKOVIC & SCOTT7 years Filed as: MEYER, UNKOVIC & SCOTT LLP Service code 29 · EIN 25-1008021 | Legal | $30,869 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,226 | $76,774+43.6% | $112,228-1.8% | $77,904+41.5% |
| Participation rate | 61.6% | 80.2%-18.6pp | 75.1%-13.5pp | 73.7%-12.1pp |
| Annual return | -16.30% | -10.25%-6.0pp | 27.45%-43.7pp | 12.21%-28.5pp |
| Employer contribution / active EE | $3,559 | $3,977-10.5% | $3,635-2.1% | $2,848+25.0% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $239 | $2390% | $6,410-96.3% | $133+80.3% |