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 |
|---|---|---|
ADP BROKER-DEALER7 years Filed as: PENSION CONSULTANTS CO., INC. Service code 99 · EIN 39-1894140 | Other Fees | $16,925 |
FARTHER FINANCE ADVISORS LLC3 years Filed as: FARTHER FINANCE ADVISORS, LLC Service code 99 · EIN 83-4348882 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,357 | $54,193+4.0% | $93,606-39.8% | $77,643-27.4% |
| Participation rate | 80.7% | 63.9%+16.7pp | 68.7%+11.9pp | 70.6%+10.1pp |
| Annual return | 16.74% | 30.54%-13.8pp | 133.20%-116.5pp | 31.24%-14.5pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,265 | $3,144+35.6% | $4,411-3.3% | $4,647-8.2% |
| Admin fee / account holder | $56 | $576-90.2% | $8,285-99.3% | $430-86.9% |