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 |
|---|---|---|
Filed as: FIDUCIARY WEALTH MANAGEMENT LL Service code 26 11250 ROGER BACON DRIVE · RESTON, VA 20190 | Advisory (Participants) | $7,035 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,373 | $99,957-75.6% | $149,696-83.7% | $73,488-66.8% |
| Participation rate | 73.6% | 75.7%-2.1pp | 82.5%-8.9pp | 70.7%+2.9pp |
| Annual return | 13.86% | 53.87%-40.0pp | 276.60%-262.7pp | 28.51%-14.7pp |
| Employer contribution / active EE | $2,026 | $3,191-36.5% | $4,644-56.4% | $2,270-10.8% |
| Participant deferral / active EE | $5,336 | $6,073-12.1% | $6,842-22.0% | $3,740+42.7% |
| Admin fee / account holder | $91 | $551-83.4% | $9,309-99.0% | $513-82.2% |