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 |
|---|---|---|
ASHFORD/BERT REAMES6+ years Service code 27 · EIN 59-3431998 | Advisory (Plan) | $10,290 |
Service code 15 · EIN 62-1038805 | Recordkeeping | $8,040 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,701 | $58,879-64.8% | $178,490-88.4% | $73,488-71.8% |
| Participation rate | 61.1% | 66.2%-5.1pp | 81.9%-20.8pp | 70.7%-9.6pp |
| Annual return | 12.78% | 24.86%-12.1pp | 151.07%-138.3pp | 28.51%-15.7pp |
| Employer contribution / active EE | $339 | $2,236-84.8% | $5,011-93.2% | $2,270-85.1% |
| Participant deferral / active EE | $988 | $2,567-61.5% | $5,202-81.0% | $3,740-73.6% |
| Admin fee / account holder | $216 | $400-46.1% | $13,984-98.5% | $513-58.0% |