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 |
|---|---|---|
FRONTIER WEALTH MANAGEMENT1+ years Service code 27 · EIN 26-0236753 | Advisory (Plan) | $17,129 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $6,145 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,852 | $46,745-61.8% | $60,547-70.5% | $52,331-65.9% |
| Participation rate | 92.6% | 58.6%+34.0pp | 68.0%+24.7pp | 68.1%+24.5pp |
| Annual return | -1.46% | 0.61%-2.1pp | 335.64%-337.1pp | 4.54%-6.0pp |
| Employer contribution / active EE | $1,789 | $1,259+42.1% | $2,419-26.0% | $1,882-4.9% |
| Participant deferral / active EE | $4,764 | $2,145+122.1% | $3,328+43.2% | $3,022+57.6% |
| Admin fee / account holder | $109 | $537-79.7% | $4,536-97.6% | $592-81.6% |