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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $116,931 |
BDO USA, LLP3 years Filed as: BDO USA LLP Service code 10 PO BOX 642743 · PITTSBURGH, PA 152642743 | Accounting | $48,200 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $3,548 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $122,292 | $95,776+27.7% | $162,163-24.6% | $77,787+57.2% |
| Participation rate | 90.4% | 88.6%+1.7pp | 87.6%+2.8pp | 73.2%+17.1pp |
| Annual return | 21.55% | 37.03%-15.5pp | 115.59%-94.0pp | 32.57%-11.0pp |
| Employer contribution / active EE | $5,396 | $3,874+39.3% | $5,614-3.9% | $2,504+115.4% |
| Participant deferral / active EE | $8,090 | $6,125+32.1% | $7,298+10.9% | $3,967+103.9% |
| Admin fee / account holder | $76 | $88-13.1% | $10,843-99.3% | $100-23.9% |