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 |
|---|---|---|
PRIVATE ADVISOR GROUP LLC2 years Service code 27 65 MADISON AVE STE 300 · MORRISTOWN, NJ 07960 | Advisory (Plan) | $22,862 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,998 |
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 | $111,895 | $66,124+69.2% | $90,404+23.8% | $73,488+52.3% |
| Participation rate | 95.6% | 69.7%+25.9pp | 72.7%+22.9pp | 70.7%+24.9pp |
| Annual return | 15.50% | 17.65%-2.2pp | 1293.02%-1277.5pp | 28.51%-13.0pp |
| Employer contribution / active EE | $1,336 | $2,346-43.1% | $3,262-59.0% | $2,270-41.2% |
| Participant deferral / active EE | $7,890 | $3,039+159.6% | $3,963+99.1% | $3,740+111.0% |
| Admin fee / account holder | $271 | $396-31.5% | $5,611-95.2% | $513-47.1% |