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 |
|---|---|---|
Filed as: BELPOINTE ASSET MANAGEMENT, LLC Service code 99 · EIN 56-2641678 | Other Fees | $26,447 |
THE RETIREMENT ADVANTAGE INC4 years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 49 600 S NICOLET RD · APPLETON, WI 54914 | Other Services | $10,089 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $143 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,045 | $59,417+4.4% | $93,606-33.7% | $74,495-16.7% |
| Participation rate | 87.5% | 59.7%+27.8pp | 68.7%+18.8pp | 67.2%+20.3pp |
| Annual return | 15.51% | 81.83%-66.3pp | 133.20%-117.7pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $769 | $1,264-39.1% | $2,420-68.2% | $2,623-70.7% |
| Participant deferral / active EE | $4,481 | $3,050+46.9% | $4,411+1.6% | $4,346+3.1% |
| Admin fee / account holder | $173 | $3,021-94.3% | $8,285-97.9% | $1,942-91.1% |