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 |
|---|---|---|
FIDUCIARYFIRST LLC1 year Service code 27 220 LOOKOUT PLACE STE 200 · MAITLAND, FL 327518408 | Advisory (Plan) | $33,243 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,791 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
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 | $97,053 | $50,637+91.7% | $86,590+12.1% | $62,292+55.8% |
| Participation rate | 99.1% | 67.9%+31.2pp | 73.5%+25.5pp | 69.5%+29.6pp |
| Annual return | 15.10% | 20.80%-5.7pp | 964.84%-949.7pp | 28.90%-13.8pp |
| Employer contribution / active EE | $6,263 | $2,075+201.8% | $2,839+120.6% | $2,042+206.7% |
| Participant deferral / active EE | $3,098 | $2,611+18.6% | $3,609-14.2% | $3,169-2.3% |
| Admin fee / account holder | $285 | $413-31.1% | $4,906-94.2% | $479-40.6% |