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 |
|---|---|---|
BOUNDARY STREET PARTNERS LP3 years Service code 27 · EIN 35-2547448 | Advisory (Plan) | $113,965 |
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 15 · EIN 82-3719843 | Recordkeeping | $13,945 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $9,275 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $4,773 |
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 | $101,039 | $73,404+37.6% | $87,100+16.0% | $67,579+49.5% |
| Participation rate | 94.2% | 80.9%+13.3pp | 76.9%+17.3pp | 71.3%+22.9pp |
| Annual return | 22.87% | 48.29%-25.4pp | 28.19%-5.3pp | 378.56%-355.7pp |
| Employer contribution / active EE | $2,352 | $2,014+16.8% | $2,521-6.7% | $2,148+9.5% |
| Participant deferral / active EE | $6,472 | $3,913+65.4% | $4,049+59.9% | $3,539+82.9% |
| Admin fee / account holder | $299 | $142+110.9% | $7,497-96.0% | $142+109.9% |