Filed January 5, 2023
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 |
|---|---|---|
CENTENNIAL SECURITIES9+ years Service code 26 · EIN 38-2214928 | Advisory (Participants) | $16,208 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $7,289 |
PATHWAY BENEFIT SERVICES9+ years Service code 15 · EIN 38-2696931 | Recordkeeping | $5,914 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,773 | $91,407-10.5% | $135,903-39.8% | $71,457+14.4% |
| Participation rate | 84.5% | 75.7%+8.8pp | 81.9%+2.6pp | 67.9%+16.6pp |
| Annual return | 16.65% | 29.90%-13.2pp | 68.23%-51.6pp | 28.85%-12.2pp |
| Employer contribution / active EE | $2,211 | $3,703-40.3% | $4,856-54.5% | $2,588-14.6% |
| Participant deferral / active EE | $6,665 | $7,092-6.0% | $7,758-14.1% | $4,289+55.4% |
| Admin fee / account holder | $132 | $1,266-89.5% | $10,762-98.8% | $1,587-91.7% |