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 26 · EIN 71-0294708 | Advisory (Participants) | $26,606 |
PFS INVESTMENTS1 year Filed as: PRIMERICA FINANCIAL SERVICES, INC. Service code 55 1 PRIMERICA PKWY · DULUTH, GA 30099 | Other Commissions | $23,182 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-3297908 | Advisory (Participants) | $6,574 |
MORNINGSTAR3+ years Service code 27 | Advisory (Plan) | $3,113 |
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 | $23,248 | $46,100-49.6% | $86,590-73.2% | $69,631-66.6% |
| Participation rate | 89.0% | 67.2%+21.9pp | 73.5%+15.5pp | 70.7%+18.4pp |
| Annual return | 14.90% | 21.02%-6.1pp | 964.84%-949.9pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $862 | $1,850-53.4% | $2,839-69.6% | $2,032-57.6% |
| Participant deferral / active EE | $2,190 | $2,432-9.9% | $3,609-39.3% | $3,224-32.1% |
| Admin fee / account holder | $52 | $94-45.1% | $4,906-98.9% | $110-53.3% |