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 4-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: INTELLICENTS INVEST SOLUTIONS INC Service code 27 · EIN 41-1812533 | Advisory (Plan) | $135,625 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,738 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,829 | $50,815+76.8% | $155,509-42.2% | $77,643+15.7% |
| Participation rate | 94.3% | 63.1%+31.2pp | 78.2%+16.1pp | 70.6%+23.7pp |
| Annual return | 12.82% | 34.80%-22.0pp | 64.67%-51.8pp | 31.24%-18.4pp |
| Employer contribution / active EE | $2,674 | $1,993+34.2% | $4,672-42.8% | $2,726-1.9% |
| Participant deferral / active EE | $5,729 | $2,822+103.0% | $5,626+1.8% | $4,647+23.3% |
| Admin fee / account holder | $124 | $437-71.6% | $15,912-99.2% | $430-71.1% |