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 |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS1+ years Service code 28 · EIN 39-1828175 | Investment Management | $25,253 |
EMJAY CORPORATION1+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,502 |
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 | $49,880 | $70,667-29.4% | $123,104-59.5% | $52,331-4.7% |
| Participation rate | 96.6% | 83.7%+12.9pp | 86.8%+9.8pp | 68.1%+28.5pp |
| Annual return | 2.22% | 6.23%-4.0pp | 13.22%-11.0pp | 4.54%-2.3pp |
| Employer contribution / active EE | $1,679 | $2,946-43.0% | $5,151-67.4% | $1,882-10.8% |
| Participant deferral / active EE | $3,609 | $4,493-19.7% | $6,230-42.1% | $3,022+19.4% |
| Admin fee / account holder | $142 | $506-72.1% | $9,015-98.4% | $592-76.1% |