Filed October 22, 2018
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 |
|---|---|---|
CROSSROADS FINANCIAL MGMT1 year Service code 27 · EIN 46-2931603 | Advisory (Plan) | $50,507 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $200 |
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 | $93,462 | $43,504+114.8% | $68,793+35.9% | $56,287+66.0% |
| Participation rate | 99.4% | 67.8%+31.5pp | 72.2%+27.2pp | 69.9%+29.5pp |
| Annual return | -4.27% | -3.15%-1.1pp | -4.63%+0.4pp | -9.96%+5.7pp |
| Employer contribution / active EE | $5,241 | $1,525+243.6% | $2,625+99.6% | $2,111+148.3% |
| Participant deferral / active EE | $8,875 | $2,509+253.8% | $3,311+168.0% | $3,350+165.0% |
| Admin fee / account holder | $235 | $515-54.4% | $5,131-95.4% | $521-54.9% |