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 |
|---|---|---|
Filed as: SILVER OAK SECURITIES INCORPORATED Service code 27 1550 TIMOTHY RD STE 102 · ATHENS, GA 306067834 | Advisory (Plan) | $20,004 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,981 | $52,639-50.6% | $185,117-86.0% | $62,292-58.3% |
| Participation rate | 90.2% | 63.9%+26.4pp | 77.3%+13.0pp | 69.5%+20.7pp |
| Annual return | 19.04% | 19.57%-0.5pp | 40.50%-21.5pp | 28.90%-9.9pp |
| Employer contribution / active EE | $1,094 | $1,483-26.2% | $4,182-73.8% | $2,042-46.4% |
| Participant deferral / active EE | $2,579 | $3,097-16.7% | $5,045-48.9% | $3,169-18.6% |
| Admin fee / account holder | $111 | $374-70.3% | $8,159-98.6% | $479-76.8% |