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 |
|---|---|---|
MORNINGSTAR4+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $4 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA ADVISORS Service code 99 · EIN 47-0648506 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $83,128 | $66,813+24.4% | $100,516-17.3% | $73,488+13.1% |
| Participation rate | 51.0% | 77.5%-26.5pp | 79.4%-28.4pp | 70.7%-19.7pp |
| Annual return | 18.14% | 25.70%-7.6pp | 30.89%-12.7pp | 28.51%-10.4pp |
| Employer contribution / active EE | $1,467 | $2,147-31.7% | $3,418-57.1% | $2,270-35.4% |
| Participant deferral / active EE | $2,926 | $5,883-50.3% | $6,270-53.3% | $3,740-21.8% |
| Admin fee / account holder | $38 | $512-92.5% | $8,081-99.5% | $513-92.5% |