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 |
|---|---|---|
LEADING RETIREMENT SOLUTIONS4 years Service code 13 · EIN 45-1200308 2226 EASTLAKE AVE E #88 · SEATTLE, WA 98102 | Contract Administrator | $159,545 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 19 · EIN 27-3169253 251 WATERFRONT PLACE · PITTSBURG, PA 152224236 | Securities Custodian | $22,499 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,933 | $53,136-66.3% | $155,509-88.5% | $199,593-91.0% |
| Participation rate | 72.8% | 64.1%+8.7pp | 78.2%-5.4pp | 72.0%+0.8pp |
| Annual return | 15.85% | 41.15%-25.3pp | 64.67%-48.8pp | 34.25%-18.4pp |
| Employer contribution / active EE | $804 | $1,851-56.5% | $4,672-82.8% | $3,034-73.5% |
| Participant deferral / active EE | $4,402 | $3,161+39.3% | $5,626-21.8% | $5,087-13.5% |
| Admin fee / account holder | $77 | $185-58.4% | $15,912-99.5% | $269-71.3% |