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 |
|---|---|---|
MOUNTAIN VIEW WEALTH MANAGEMENT LLC3 years Service code 99 · EIN 81-5239657 | Other Fees | $2,519 |
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Service code 49 · EIN 13-3601506 4114 LEGATO ROAD · FAIRFAX, VA 22033 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $76,412 | $72,277+5.7% | $101,248-24.5% | $79,858-4.3% |
| Participation rate | 50.6% | 68.5%-17.8pp | 75.8%-25.2pp | 69.6%-19.0pp |
| Annual return | 17.50% | 22.30%-4.8pp | 46.47%-29.0pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,514 | $2,692-43.7% | $3,660-58.6% | $2,471-38.7% |
| Participant deferral / active EE | $3,180 | $3,282-3.1% | $4,370-27.2% | $3,740-15.0% |
| Admin fee / account holder | $17 | $4,400-99.6% | $5,945-99.7% | $5,306-99.7% |