See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 26-2093287 2121 SW BROADWAY · PORTLAND, OR 97201 | Advisory (Plan) | $7,433 |
Filed as: CETERA RETIREMENT PLAN SPECIALISTS Service code 14 · EIN 94-3324288 2125 OAK GROVE ROAD · WALNUT CREEK, CA 94598 | Plan Administrator | $5,362 |
Filed as: ASPIRE FINANICAL SERVICES LLC Service code 64 · EIN 27-1033755 4010 BOY SCOUT BOULEVARD · TAMPA, FL 33607 | Recordkeeping Fees | $4,965 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,056 |
LT TRUST COMPANY1 year Filed as: MG TRUST COMPANY, LLC Service code 19 · EIN 75-3182674 717 17TH STREET · DENVER, CO 80202 | Securities Custodian | $2,045 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,561 | $57,976-28.3% | $62,995-34.0% | $62,292-33.3% |
| Participation rate | 81.3% | 75.9%+5.3pp | 74.8%+6.4pp | 69.5%+11.7pp |
| Annual return | 27.14% | 17.54%+9.6pp | 87.57%-60.4pp | 28.90%-1.8pp |
| Employer contribution / active EE | $3,876 | $2,415+60.5% | $2,759+40.5% | $2,042+89.8% |
| Participant deferral / active EE | $8,599 | $2,956+190.9% | $3,329+158.3% | $3,169+171.3% |
| Admin fee / account holder | $147 | $276-46.8% | $3,600-95.9% | $479-69.4% |