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 |
|---|---|---|
Service code 26 · EIN 47-3722740 6720 N. SCOTTSDALE RD. · SCOTTSDALE, AZ 85253 | Advisory (Participants) | $30,031 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,202 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $63,766 | $52,293+21.9% | $178,490-64.3% | $73,409-13.1% |
| Participation rate | 72.3% | 65.3%+7.0pp | 81.9%-9.6pp | 72.2%+0.2pp |
| Annual return | 15.11% | 34.75%-19.6pp | 151.07%-136.0pp | 59.29%-44.2pp |
| Employer contribution / active EE | $946 | $1,735-45.5% | $5,011-81.1% | $2,234-57.7% |
| Participant deferral / active EE | $7,258 | $2,332+211.2% | $5,202+39.5% | $3,805+90.7% |
| Admin fee / account holder | $305 | $127+139.7% | $13,984-97.8% | $158+93.4% |