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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP5 years Service code 15 · EIN 47-0663374 | Recordkeeping | $36,313 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $21,007 |
TAX FAVORED BENEFITS, INC.2 years Service code 13 · EIN 48-0912395 | Contract Administrator | $13,780 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
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 | $0 | $73,884-100.0% | $95,952-100.0% | - |
| Participation rate | 0.0% | 80.0%-80.0pp | 77.1%-77.1pp | - |
| Annual return | 32.26% | 11.13%+21.1pp | 91.61%-59.3pp | - |
| Employer contribution / active EE | $0 | $1,782-100.0% | $2,541-100.0% | - |
| Participant deferral / active EE | $0 | $3,914-100.0% | $4,167-100.0% | - |
| Admin fee / account holder | $0 | $4,316-100.0% | $6,795-100.0% | - |