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 7-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 |
|---|---|---|
AVANTAX INSURANCE AGENCY LLC3 years Filed as: CHIN PO AVANTAX ADVISORY SERVICES Service code 27 1170 CORPORATE DR W · ARLINGTON, TX 76006 | Advisory (Plan) | $16,071 |
EPLAN ADVISORS, LLC2 years Service code 17 · EIN 36-1543746 | Pension Consulting | $9,252 |
Filed as: MESIROW FINANCIAL FIDUCIARY SERVICE Service code 27 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $1,607 |
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 | $36,320 | $91,407-60.3% | $135,903-73.3% | $71,457-49.2% |
| Participation rate | 77.8% | 75.7%+2.1pp | 81.9%-4.1pp | 67.9%+9.9pp |
| Annual return | 24.30% | 29.90%-5.6pp | 68.23%-43.9pp | 28.85%-4.5pp |
| Employer contribution / active EE | $2,900 | $3,703-21.7% | $4,856-40.3% | $2,588+12.1% |
| Participant deferral / active EE | $6,310 | $7,092-11.0% | $7,758-18.7% | $4,289+47.1% |
| Admin fee / account holder | $291 | $1,266-77.0% | $10,762-97.3% | $1,587-81.7% |