Filed July 9, 2015 (most recent of 2 filings on file)
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: AVANTAX RETIREMENT PLAN SERVCIES Service code 15 · EIN 42-1447865 | Recordkeeping | $129,708 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,192 | $106,028+44.5% | $146,958+4.2% | $77,643+97.3% |
| Participation rate | 85.0% | 78.4%+6.6pp | 82.2%+2.9pp | 70.6%+14.4pp |
| Annual return | 17.49% | 56.73%-39.2pp | 418.34%-400.8pp | 31.24%-13.7pp |
| Employer contribution / active EE | $3,030 | $4,063-25.4% | $4,933-38.6% | $2,726+11.2% |
| Participant deferral / active EE | $7,493 | $7,990-6.2% | $8,070-7.1% | $4,647+61.2% |
| Admin fee / account holder | $300 | $337-11.2% | $12,998-97.7% | $430-30.4% |