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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.
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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 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $5,092 |
Service code 13 229 FURY'S FERRY RD STE 131 · AUGUSTA, GA 30907 | Contract Administrator | $75 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $113,968 | $64,909+75.6% | $82,313+38.5% | $62,292+83.0% |
| Participation rate | 89.1% | 74.9%+14.2pp | 76.9%+12.2pp | 69.5%+19.6pp |
| Annual return | 1.82% | 21.18%-19.4pp | 25.88%-24.1pp | 28.90%-27.1pp |
| Employer contribution / active EE | $508 | $1,676-69.7% | $2,428-79.1% | $2,042-75.1% |
| Participant deferral / active EE | $828 | $3,103-73.3% | $3,706-77.7% | $3,169-73.9% |
| Admin fee / account holder | $64 | $440-85.3% | $5,608-98.9% | $479-86.6% |