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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.
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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 |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC2 years Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AR 36603 | Recordkeeping | $11,809 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $101 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $91,639 | $99,957-8.3% | $149,696-38.8% | $73,488+24.7% |
| Participation rate | 84.8% | 75.7%+9.1pp | 82.5%+2.3pp | 70.7%+14.1pp |
| Annual return | 12.17% | 53.87%-41.7pp | 276.60%-264.4pp | 28.51%-16.3pp |
| Employer contribution / active EE | $3,931 | $3,191+23.2% | $4,644-15.4% | $2,270+73.2% |
| Participant deferral / active EE | $7,117 | $6,073+17.2% | $6,842+4.0% | $3,740+90.3% |
| Admin fee / account holder | $81 | $551-85.3% | $9,309-99.1% | $513-84.2% |