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 |
|---|---|---|
MILLIMAN, INC.5+ years Service code 13 · EIN 91-0675641 | Contract Administrator | $66,493 |
Service code 19 · EIN 13-3689044 | Securities Custodian | $49,213 |
MATRIX TRUST COMPANY5+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $20,027 |
SAGEPOINT FINANCIAL INC3 years Filed as: RESOURCE INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $17,663 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $16,185 |
WILSON-MCSHANE CORPORATION5+ years Service code 10 · EIN 41-0956552 | Accounting | $6,387 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,964 | $66,601+146.2% | $92,893+76.5% | $67,579+142.6% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 21.36% | 92.58%-71.2pp | 109.41%-88.1pp | 378.56%-357.2pp |
| Employer contribution / active EE | $9,617 | $2,775+246.5% | $3,653+163.3% | $2,148+347.8% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $224 | $199+12.4% | $5,794-96.1% | $142+57.2% |