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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP5+ years Filed as: AMERITAS INVESTMENT CORP Service code 26 · EIN 47-0663374 | Advisory (Participants) | $21,419 |
ALLIANCE BENEFIT GROUP5+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $17,467 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Non-monetary compensation; Investment... | $5,338 |
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 | $47,139 | $49,138-4.1% | $84,015-43.9% | $65,185-27.7% |
| Participation rate | 86.5% | 60.7%+25.8pp | 69.0%+17.5pp | 70.2%+16.3pp |
| Annual return | 19.67% | 23.00%-3.3pp | 71.31%-51.6pp | 29.38%-9.7pp |
| Employer contribution / active EE | $561 | $914-38.6% | $1,983-71.7% | $2,177-74.2% |
| Participant deferral / active EE | $4,002 | $2,397+66.9% | $3,239+23.6% | $3,514+13.9% |
| Admin fee / account holder | $216 | $543-60.3% | $6,101-96.5% | $847-74.5% |