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 |
|---|---|---|
ASCENSUS LLC1 year Service code 13 · EIN 11-3665754 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $0 |
STIFEL NICOLAUS & CO INC11+ years Filed as: STIFEL, NICOLAUS & COMPANY, INC. Service code 27 · EIN 33-0751074 400 SPECTRUM CENTER DRIVE · IRVINE, CA 926185023 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,150 | $61,058-44.1% | $71,209-52.0% | $85,563-60.1% |
| Participation rate | 22.9% | 58.6%-35.7pp | 73.8%-50.9pp | 66.0%-43.1pp |
| Annual return | 14.74% | 100.41%-85.7pp | 282.51%-267.8pp | 31.51%-16.8pp |
| Employer contribution / active EE | $413 | $2,199-81.2% | $2,721-84.8% | $2,654-84.4% |
| Participant deferral / active EE | $618 | $3,173-80.5% | $4,175-85.2% | $4,375-85.9% |
| Admin fee / account holder | $86 | $855-89.9% | $5,349-98.4% | $834-89.7% |