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 |
|---|---|---|
RETIREMENT STRATEGIES, INC.1+ years Filed as: RETIREMENT STRATEGIES, LTD Service code 26 · EIN 56-2359516 | Advisory (Participants) | $7,053 |
DYNAMIC PENSION SERVICES, INC.1+ years Filed as: DYNAMIC PENSION SERVICES INC Service code 15 · EIN 31-1585572 | Recordkeeping | $5,428 |
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 | $14,334 | $45,152-68.3% | $73,843-80.6% | $59,632-76.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -1.25% | 27.40%-28.7pp | 2267.84%-2269.1pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $607 | $1,902-68.1% | $2,787-78.2% | $2,203-72.4% |
| Participant deferral / active EE | $1,224 | $2,574-52.4% | $3,583-65.8% | $3,192-61.6% |
| Admin fee / account holder | $215 | $3,516-93.9% | $4,880-95.6% | $4,297-95.0% |