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 9-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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $261,614 |
Service code 27 · EIN 45-4807500 | Advisory (Plan) | $155,006 |
AGGREGATE RETIREMENT SERVICES4+ years Filed as: AGGREGATE RETIREMENT SOLUTIONS Service code 14 · EIN 47-1910719 | Plan Administrator | $116,430 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $35,270 | $47,456-25.7% | $172,739-79.6% | $77,787-54.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 82.6%+17.4pp | 73.2%+26.8pp |
| Annual return | 188.79% | 35.57%+153.2pp | 802.84%-614.1pp | 32.57%+156.2pp |
| Employer contribution / active EE | $3,681 | $1,574+133.9% | $5,143-28.4% | $2,504+47.0% |
| Participant deferral / active EE | $5,655 | $2,560+120.9% | $5,198+8.8% | $3,967+42.5% |
| Admin fee / account holder | $146 | $81+80.9% | $13,954-99.0% | $100+46.1% |