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: RETIREMENT PLAN FIDUCIARIES Service code 16 · EIN 90-0815510 | Consulting | $28,945 |
ASPECT WEALTH MANAGEMENT1 year Filed as: ASPECT WEALTH MANAGMENT Service code 27 · EIN 74-2822124 | Advisory (Plan) | $14,497 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,772 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,412 |
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 | $102,726 | $60,545+69.7% | $92,233+11.4% | $69,631+47.5% |
| Participation rate | 90.2% | 72.2%+18.0pp | 76.5%+13.7pp | 70.7%+19.5pp |
| Annual return | 16.64% | 19.71%-3.1pp | 176.28%-159.6pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $4,188 | $2,633+59.1% | $3,679+13.8% | $2,032+106.1% |
| Participant deferral / active EE | $5,170 | $2,828+82.8% | $3,897+32.7% | $3,224+60.4% |
| Admin fee / account holder | $116 | $145-20.1% | $5,194-97.8% | $110+4.7% |