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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $19,100 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 13 · EIN 35-2015845 9265 COUNSELORS ROW SUITE 105 · INDIANAPOLIS, IN 46240 | Contract Administrator | $8,439 |
HARBOUR INVESTMENTS INC3 years Filed as: HARBOUR INVESTMENTS Service code 27 · EIN 39-1571149 | Advisory (Plan) | $7,594 |
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 | $37,160 | $66,124-43.8% | $90,404-58.9% | $73,488-49.4% |
| Participation rate | 89.8% | 69.7%+20.1pp | 72.7%+17.1pp | 70.7%+19.1pp |
| Annual return | 27.83% | 17.65%+10.2pp | 1293.02%-1265.2pp | 28.51%-0.7pp |
| Employer contribution / active EE | $1,382 | $2,346-41.1% | $3,262-57.6% | $2,270-39.1% |
| Participant deferral / active EE | $3,070 | $3,039+1.0% | $3,963-22.5% | $3,740-17.9% |
| Admin fee / account holder | $142 | $396-64.2% | $5,611-97.5% | $513-72.4% |