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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 13 · EIN 42-0127290 | Contract Administrator | $41,566 |
Filed as: INTELLICENTS INVESTMENT SOLUTIONS Service code 27 · EIN 41-1812533 | Advisory (Plan) | $23,230 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,787 | $81,625+144.8% | $167,512+19.3% | $74,304+168.9% |
| Participation rate | 83.5% | 60.0%+23.4pp | 77.1%+6.4pp | 60.3%+23.1pp |
| Annual return | 10.46% | 26.09%-15.6pp | 1615.79%-1605.3pp | 29.43%-19.0pp |
| Employer contribution / active EE | $1,959 | $2,010-2.6% | $3,882-49.5% | $2,241-12.6% |
| Participant deferral / active EE | $3,705 | $4,115-9.9% | $6,405-42.1% | $3,767-1.6% |
| Admin fee / account holder | $502 | $3,474-85.5% | $9,769-94.9% | $2,969-83.1% |