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 |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $5,447 |
KRILOGY FINANCIAL LLC1 year Filed as: KRILOGY FINANCIAL Service code 27 600 EMERSON RD · ST. LOUIS, MO 63141 | Advisory (Plan) | $5,382 |
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 | $19,821 | $42,383-53.2% | $76,523-74.1% | $64,186-69.1% |
| Participation rate | 74.4% | 58.1%+16.2pp | 68.0%+6.4pp | 69.6%+4.8pp |
| Annual return | -6.20% | -16.54%+10.3pp | -0.27%-5.9pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,112 | $1,563+35.1% | $2,647-20.2% | $2,381-11.3% |
| Participant deferral / active EE | $2,811 | $2,566+9.5% | $3,835-26.7% | $3,470-19.0% |
| Admin fee / account holder | $153 | $3,198-95.2% | $4,848-96.8% | $4,888-96.9% |