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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 8-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: LEAVITT CHRISTENSEN Service code 10 · EIN 82-0398216 6149 N MEEKER PL #250 · BOISE, ID 83713 | Accounting | $12,350 |
Filed as: SIGNATURE RETIREMENT PLAN SVS Service code 17 · EIN 45-2000158 P.O. BOX 317 · COUNCIL, ID 83612 | Pension Consulting | $7,475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,386 | $66,098-61.6% | $101,794-75.1% | $74,304-65.8% |
| Participation rate | 66.7% | 53.8%+12.9pp | 69.2%-2.5pp | 60.3%+6.3pp |
| Annual return | 16.07% | 19.59%-3.5pp | 30.53%-14.5pp | 29.43%-13.4pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,958 | $2,781+6.4% | $4,084-27.6% | $3,767-21.5% |
| Admin fee / account holder | $248 | $4,146-94.0% | $8,777-97.2% | $2,969-91.7% |