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 |
|---|---|---|
JJB HILLIARD W L LYONS LLC3+ years Filed as: JJB HILLIARD WL LYONS LLC Service code 26 · EIN 26-2333067 | Advisory (Participants) | $12,755 |
MORNINGSTAR1 year Service code 26 · EIN 36-3297908 | Advisory (Participants) | $4,889 |
ASCENSUS LLC3+ years Filed as: RETIREMENT MANAGEMENT SERVICES LLC Service code 99 · EIN 31-1560462 | Other Fees | $4,643 |
Filed as: VOYA RETIREMENT INS & ANNUITY Service code 99 · EIN 71-0294708 | Other Fees | $1,717 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $105,453 | $89,739+17.5% | $149,718-29.6% | $62,292+69.3% |
| Participation rate | 90.3% | 85.1%+5.2pp | 87.1%+3.2pp | 69.5%+20.8pp |
| Annual return | 16.01% | 21.01%-5.0pp | 1501.63%-1485.6pp | 28.90%-12.9pp |
| Employer contribution / active EE | $1,655 | $3,233-48.8% | $5,445-69.6% | $2,042-19.0% |
| Participant deferral / active EE | $3,005 | $4,797-37.4% | $6,569-54.3% | $3,169-5.2% |
| Admin fee / account holder | $73 | $551-86.7% | $11,283-99.4% | $479-84.7% |