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 INTERNATIONAL INVESTMENT ADVISO Service code 99 300 N LASALLE ST 17TH FL · CHICAGO, IL 60654 | Other Fees | $24,507 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,863 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $165 |
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 | $84,389 | $98,750-14.5% | $149,696-43.6% | $79,858+5.7% |
| Participation rate | 70.2% | 75.8%-5.5pp | 82.5%-12.2pp | 69.6%+0.6pp |
| Annual return | 15.13% | 27.43%-12.3pp | 276.60%-261.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $5,020 | $3,216+56.1% | $4,644+8.1% | $2,471+103.2% |
| Participant deferral / active EE | $11,648 | $5,680+105.1% | $6,842+70.3% | $3,740+211.4% |
| Admin fee / account holder | $253 | $6,053-95.8% | $9,309-97.3% | $5,306-95.2% |