Filed February 2, 2023
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: CONSOLIDATED INVESTMENT ADVISORS Service code 33 · EIN 56-1902157 | Securities brokerage | $38,633 |
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 | $183,899 | $213,957-14.0% | $149,696+22.8% | - |
| Participation rate | 100.0% | 79.5%+20.5pp | 82.5%+17.5pp | - |
| Annual return | 15.92% | 9.83%+6.1pp | 276.60%-260.7pp | - |
| Employer contribution / active EE | $8,853 | $3,868+128.9% | $4,644+90.6% | - |
| Participant deferral / active EE | $10,614 | $6,177+71.8% | $6,842+55.1% | - |
| Admin fee / account holder | $287 | $24,510-98.8% | $9,309-96.9% | - |