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: IMPACT RETIREMENT ADVISORS Service code 27 · EIN 99-1021446 | Advisory (Plan) | $42,722 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $26,107 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $109,188 | $100,923+8.2% | $150,045-27.2% | $74,304+46.9% |
| Participation rate | 72.9% | 70.1%+2.8pp | 82.3%-9.4pp | 60.3%+12.6pp |
| Annual return | 17.44% | 51.77%-34.3pp | 62.55%-45.1pp | 29.43%-12.0pp |
| Employer contribution / active EE | $2,345 | $3,463-32.3% | $4,693-50.0% | $2,241+4.6% |
| Participant deferral / active EE | $9,267 | $6,709+38.1% | $7,997+15.9% | $3,767+146.0% |
| Admin fee / account holder | $306 | $2,767-88.9% | $13,435-97.7% | $2,969-89.7% |