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 8-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 |
|---|---|---|
BLUESTAR RETIREMENT SERVICES1 year Service code 13 822 A1A N., SUITE 211 · PONTE VEDRA, FL 32082 | Contract Administrator | $9,564 |
CURAFIN ADVISORS1 year Service code 26 15333 N. PIMA ROAD, SUITE 200 · SCOTTSDALE, AZ 85260 | Advisory (Participants) | $7,109 |
Service code 26 99 DERBY STREET · HINGHAM, MA 02043 | Advisory (Participants) | $5,819 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,255 | $84,948-77.3% | $70,449-72.7% | $73,409-73.8% |
| Participation rate | 30.4% | 79.9%-49.6pp | 75.1%-44.7pp | 72.2%-41.8pp |
| Annual return | 19.14% | 13.39%+5.8pp | 109.03%-89.9pp | 59.29%-40.2pp |
| Employer contribution / active EE | $536 | $2,834-81.1% | $2,737-80.4% | $2,234-76.0% |
| Participant deferral / active EE | $1,580 | $3,387-53.3% | $3,709-57.4% | $3,805-58.5% |
| Admin fee / account holder | $200 | $98+104.2% | $3,845-94.8% | $158+26.9% |