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 |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $9,242 |
Filed as: H.D. VEST Service code 27 3020 HARBOR LN N · PLYMOUTH, MN 55447 | Advisory (Plan) | $6,095 |
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 | $48,879 | $50,106-2.4% | $70,014-30.2% | $57,658-15.2% |
| Participation rate | 90.9% | 70.9%+20.1pp | 71.8%+19.1pp | 70.2%+20.7pp |
| Annual return | 9.73% | 14.58%-4.9pp | 12.99%-3.3pp | 5.13%+4.6pp |
| Employer contribution / active EE | $1,906 | $1,739+9.6% | $2,338-18.5% | $1,974-3.4% |
| Participant deferral / active EE | $2,945 | $2,486+18.5% | $2,931+0.5% | $3,061-3.8% |
| Admin fee / account holder | $34 | $89-61.5% | $4,380-99.2% | $95-63.7% |