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 |
|---|---|---|
RIVERBANK WEALTH MANAGEMENT5 years Service code 27 · EIN 45-3302176 | Advisory (Plan) | $23,021 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,660 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $9,900 |
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 | $26,152 | $51,288-49.0% | $81,983-68.1% | $73,409-64.4% |
| Participation rate | 72.0% | 64.0%+8.0pp | 69.2%+2.8pp | 72.2%-0.2pp |
| Annual return | 12.78% | 29.48%-16.7pp | 41.31%-28.5pp | 59.29%-46.5pp |
| Employer contribution / active EE | $440 | $1,487-70.4% | $2,498-82.4% | $2,234-80.3% |
| Participant deferral / active EE | $2,241 | $2,715-17.5% | $3,722-39.8% | $3,805-41.1% |
| Admin fee / account holder | $127 | $125+1.0% | $5,664-97.8% | $158-19.9% |