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 |
|---|---|---|
SHERIDAN ROAD ADVISORS LLC3 years Filed as: HUB INVESTMENT ADVISORS, INC Service code 99 | Other Fees | $27,553 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 49 PO BOX 734602 · BOSTON, IL 60673 | Other Services | $2,551 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5 |
SHERIDAN ROAD ADVISORS LLC3 years Filed as: HUB INVESTMENT ADVISORS, INC. Service code 99 · EIN 20-1113894 | Other Fees | $0 |
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 | $27,336 | $52,406-47.8% | $129,207-78.8% | $74,495-63.3% |
| Participation rate | 84.1% | 53.8%+30.3pp | 69.6%+14.5pp | 67.2%+16.9pp |
| Annual return | 14.08% | 15.66%-1.6pp | 9417.33%-9403.2pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $1,313 | $1,531-14.2% | $4,153-68.4% | $2,623-49.9% |
| Participant deferral / active EE | $2,054 | $2,794-26.5% | $4,168-50.7% | $4,346-52.7% |
| Admin fee / account holder | $198 | $2,633-92.5% | $7,715-97.4% | $1,942-89.8% |