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 ADVISORS2+ years Service code 26 · EIN 39-1828175 | Advisory (Participants) | $24,397 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $12,343 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,935 | $63,346-2.2% | $92,233-32.8% | $70,131-11.7% |
| Participation rate | 82.5% | 68.7%+13.9pp | 76.5%+6.1pp | 69.5%+13.0pp |
| Annual return | 14.66% | 530.12%-515.5pp | 176.28%-161.6pp | 73.14%-58.5pp |
| Employer contribution / active EE | $1,502 | $2,471-39.2% | $3,679-59.2% | $2,342-35.9% |
| Participant deferral / active EE | $7,241 | $2,854+153.7% | $3,897+85.8% | $3,332+117.3% |
| Admin fee / account holder | $310 | $3,840-91.9% | $5,194-94.0% | $4,645-93.3% |