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 27 · EIN 39-1828175 | Advisory (Plan) | $18,881 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $8,351 |
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 | $54,946 | $56,897-3.4% | $84,750-35.2% | $62,891-12.6% |
| Participation rate | 83.3% | 68.5%+14.8pp | 76.6%+6.7pp | 69.3%+14.0pp |
| Annual return | 9.10% | 6.30%+2.8pp | 22.78%-13.7pp | 20.14%-11.0pp |
| Employer contribution / active EE | $1,042 | $2,400-56.6% | $3,574-70.9% | $2,281-54.3% |
| Participant deferral / active EE | $4,740 | $2,709+75.0% | $3,712+27.7% | $3,203+48.0% |
| Admin fee / account holder | $248 | $3,581-93.1% | $5,332-95.4% | $4,296-94.2% |