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 |
|---|---|---|
SANCTUARY ADVISORS, LLC1 year Service code 99 · EIN 47-3162022 535 KEISLER DR STE 102 · CARY, NC 27518 | Other Fees | $28,076 |
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 99 | Other Fees | $6,386 |
Filed as: RETIREMENT PLAN SERVICES, INC Service code 49 535 KEISLER DR · CARY, NC 27518 | Other Services | $5,750 |
Service code 99 · EIN 13-5674085 1400 AMERICAN BLVD BLDG #4 · PENNINGTO, NJ 08534 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,236 | $88,083-35.0% | $164,813-65.3% | $74,495-23.2% |
| Participation rate | 94.0% | 73.0%+20.9pp | 78.6%+15.4pp | 67.2%+26.8pp |
| Annual return | 18.94% | 17.26%+1.7pp | 69.93%-51.0pp | 1364.94%-1346.0pp |
| Employer contribution / active EE | $4,081 | $2,593+57.4% | $4,341-6.0% | $2,623+55.6% |
| Participant deferral / active EE | $5,341 | $4,498+18.8% | $6,031-11.4% | $4,346+22.9% |
| Admin fee / account holder | $215 | $2,234-90.4% | $12,690-98.3% | $1,942-88.9% |