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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Float revenue;... | $68,785 |
MERCER1+ years Service code 16 · EIN 06-1685865 | Consulting | $11,500 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $40,542 | $47,078-13.9% | $100,671-59.7% | $55,191-26.5% |
| Participation rate | 54.6% | 58.0%-3.4pp | 70.7%-16.1pp | 69.2%-14.5pp |
| Annual return | -1.89% | 0.65%-2.5pp | 20.43%-22.3pp | 10.78%-12.7pp |
| Employer contribution / active EE | $2,307 | $1,065+116.5% | $4,012-42.5% | $1,899+21.5% |
| Participant deferral / active EE | $0 | $2,038-100.0% | $3,144-100.0% | $3,046-100.0% |
| Admin fee / account holder | $305 | $153+99.3% | $4,850-93.7% | $91+236.4% |