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 |
|---|---|---|
FIRST LIGHT RETIREMENT LLC3 years Filed as: FIRST LIGHT RETIREMENT, LLC Service code 27 · EIN 86-3483132 | Advisory (Plan) | $25,641 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,867 |
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 | $78,307 | $55,415+41.3% | $155,509-49.6% | $74,495+5.1% |
| Participation rate | 99.5% | 61.9%+37.6pp | 78.2%+21.3pp | 67.2%+32.3pp |
| Annual return | 15.70% | 268.50%-252.8pp | 64.67%-49.0pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $2,184 | $2,267-3.7% | $4,672-53.3% | $2,623-16.7% |
| Participant deferral / active EE | $6,024 | $2,836+112.4% | $5,626+7.1% | $4,346+38.6% |
| Admin fee / account holder | $172 | $1,738-90.1% | $15,912-98.9% | $1,942-91.1% |