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 |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $28,127 |
MONETA GROUP LLC2 years Filed as: MONETA GROUP, LLC Service code 26 · EIN 20-1903821 | Advisory (Participants) | $22,785 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,714 | $58,083+9.7% | $80,019-20.4% | $56,287+13.2% |
| Participation rate | 69.1% | 73.6%-4.5pp | 75.8%-6.7pp | 69.9%-0.7pp |
| Annual return | -5.75% | 34.61%-40.4pp | 11.22%-17.0pp | -9.96%+4.2pp |
| Employer contribution / active EE | $1,612 | $1,932-16.5% | $2,468-34.7% | $2,111-23.6% |
| Participant deferral / active EE | $3,243 | $3,135+3.4% | $3,686-12.0% | $3,350-3.2% |
| Admin fee / account holder | $451 | $623-27.6% | $6,521-93.1% | $521-13.5% |