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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.
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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 |
|---|---|---|
PORTFOLIO DESIGN SERVICES1+ years Service code 26 · EIN 72-1558055 | Advisory (Participants) | $36,993 |
TRUST COMPANY OF AMERICA1+ years Service code 13 · EIN 84-6179736 | Contract Administrator | $10,675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,859 | $67,166-45.1% | $57,343-35.7% | $55,191-33.2% |
| Participation rate | 49.8% | 77.7%-27.9pp | 75.1%-25.2pp | 69.2%-19.3pp |
| Annual return | 1.14% | 4.22%-3.1pp | 24.39%-23.3pp | 10.78%-9.6pp |
| Employer contribution / active EE | $938 | $2,812-66.7% | $2,689-65.1% | $1,899-50.6% |
| Participant deferral / active EE | $1,538 | $2,835-45.7% | $3,162-51.4% | $3,046-49.5% |
| Admin fee / account holder | $134 | $44+206.6% | $3,356-96.0% | $91+47.1% |