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 9-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 |
|---|---|---|
AXIM MANAGED RETIREMENT SOLUTIONS3 years Service code 49 · EIN 52-1396995 | Other Services | $1,370 |
DORADO RETIREMENT SERVICES1 year Service code 99 · EIN 84-4498747 | Other Fees | $0 |
NFP RETIREMENT INC1 year Service code 49 · EIN 33-0905143 | Other Services | $0 |
Service code 99 · EIN 46-2486380 | Other Fees | $0 |
Service code 99 · EIN 86-0588303 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,253 | $138,044-89.7% | $125,339-88.6% | $134,475-89.4% |
| Participation rate | 79.2% | 84.5%-5.3pp | 82.4%-3.2pp | 81.2%-2.1pp |
| Annual return | -16.46% | 750.33%-766.8pp | 572.05%-588.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | $9,269 | $5,243+76.8% | $4,814+92.6% | $4,740+95.6% |
| Participant deferral / active EE | $5,660 | $7,799-27.4% | $7,446-24.0% | $6,400-11.6% |
| Admin fee / account holder | $637 | $11,571-94.5% | $10,010-93.6% | $11,426-94.4% |