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 MANAGEMENT4+ years Service code 99 · EIN 26-0236753 | Other Fees | $31,653 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $11 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $11 |
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 | $30,441 | $42,396-28.2% | $67,313-54.8% | $56,287-45.9% |
| Participation rate | 93.1% | 61.0%+32.1pp | 69.1%+24.0pp | 69.9%+23.3pp |
| Annual return | -6.35% | -36.63%+30.3pp | -4.08%-2.3pp | -9.96%+3.6pp |
| Employer contribution / active EE | $2,033 | $1,414+43.8% | $2,566-20.8% | $2,111-3.7% |
| Participant deferral / active EE | $5,855 | $2,360+148.1% | $3,568+64.1% | $3,350+74.8% |
| Admin fee / account holder | $56 | $510-88.9% | $4,507-98.8% | $521-89.2% |