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 64 · EIN 71-0294708 | Recordkeeping Fees | $17,761 |
Filed as: FIDUCIARY WEALTH MANAGEMENT Service code 99 · EIN 45-3176027 | Other Fees | $12,320 |
Filed as: MID ATLANTIC TRUST Service code 64 | Recordkeeping Fees | $7,893 |
Employer contribution per participant 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 | $55,264 | $64,919-14.9% | $392,568-85.9% | $65,185-15.2% |
| Participation rate | 93.6% | 72.0%+21.6pp | 78.1%+15.6pp | 70.2%+23.4pp |
| Annual return | 19.90% | 26.09%-6.2pp | 24.42%-4.5pp | 29.38%-9.5pp |
| Employer contribution / active EE | $607 | $2,374-74.4% | $3,783-84.0% | $2,177-72.1% |
| Participant deferral / active EE | $2,907 | $3,668-20.8% | $5,985-51.4% | $3,514-17.3% |
| Admin fee / account holder | $225 | $634-64.5% | $6,260-96.4% | $847-73.4% |