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 |
|---|---|---|
EVOLUTION ADVISERS, INC.1 year Filed as: EVOLUTION ADVISERS, INC Service code 26 2917 W LEIGH ST. · RICHMOND, VA 23230 | Advisory (Participants) | $33,007 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $98,429 | $99,957-1.5% | $149,696-34.2% | $73,488+33.9% |
| Participation rate | 79.2% | 75.7%+3.5pp | 82.5%-3.3pp | 70.7%+8.5pp |
| Annual return | 15.72% | 53.87%-38.1pp | 276.60%-260.9pp | 28.51%-12.8pp |
| Employer contribution / active EE | $3,375 | $3,191+5.8% | $4,644-27.3% | $2,270+48.7% |
| Participant deferral / active EE | $9,113 | $6,073+50.1% | $6,842+33.2% | $3,740+143.7% |
| Admin fee / account holder | $278 | $551-49.6% | $9,309-97.0% | $513-45.9% |