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 |
|---|---|---|
CURIO WEALTH1 year Filed as: CURIO WEALTH, LLC Service code 26 721 MELVIN AVE · ANNAPOLIS, MD 21401 | Advisory (Participants) | $31,715 |
Filed as: RETIREMENT PLAN CONSULTANTS LLC Service code 15 PO BOX 1264 · NORFOLK, NE 68702 | Recordkeeping | $21,587 |
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 | $76,177 | $101,317-24.8% | $146,958-48.2% | $74,495+2.3% |
| Participation rate | 98.7% | 75.5%+23.2pp | 82.2%+16.6pp | 67.2%+31.5pp |
| Annual return | 47.89% | 8730.91%-8683.0pp | 418.34%-370.5pp | 1364.94%-1317.1pp |
| Employer contribution / active EE | $8,039 | $3,810+111.0% | $4,933+63.0% | $2,623+206.5% |
| Participant deferral / active EE | $8,734 | $7,303+19.6% | $8,070+8.2% | $4,346+101.0% |
| Admin fee / account holder | $279 | $1,739-84.0% | $12,998-97.9% | $1,942-85.6% |