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 |
|---|---|---|
FORVIS MAZARS, LLP1 year Filed as: FORVIS WEALTH ADVISORS Service code 26 910 E ST LOUIS STREET · SPRINGFIELD, MO 65806 | Advisory (Participants) | $28,624 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,339 | $102,317-61.6% | $146,958-73.2% | $80,856-51.3% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.2%+7.8pp | 67.6%+22.4pp |
| Annual return | 19.13% | 134.76%-115.6pp | 418.34%-399.2pp | 35.59%-16.5pp |
| Employer contribution / active EE | $7,272 | $3,713+95.9% | $4,933+47.4% | $2,755+164.0% |
| Participant deferral / active EE | $9,582 | $6,644+44.2% | $8,070+18.7% | $4,296+123.1% |
| Admin fee / account holder | $274 | $7,941-96.6% | $12,998-97.9% | $6,918-96.0% |