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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 |
|---|---|---|
ERISA PARTNERS, INC.2 years Service code 15 · EIN 64-0815705 215 CENTERVIEW DRIVE · BRENTWOOD, TN 37027 | Recordkeeping | $382,126 |
Filed as: FIDUCIARY BENEFITS GROUP, INC. Service code 26 · EIN 87-3709842 36753 BRAKEN WAY · LAKE ELSINORE, CA 92532 | Advisory (Participants) | $65,095 |
ERISA ADVISERS, INC.2 years Service code 26 · EIN 46-4414880 215 CENTERVIEW DRIVE · BRENTWOOD, TN 37027 | Advisory (Participants) | $60,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,410 | $119,627-81.3% | $146,958-84.8% | $99,062-77.4% |
| Participation rate | 33.2% | 73.4%-40.2pp | 82.2%-48.9pp | 71.6%-38.4pp |
| Annual return | 82.27% | 28.82%+53.4pp | 418.34%-336.1pp | 17.66%+64.6pp |
| Employer contribution / active EE | $412 | $4,153-90.1% | $4,933-91.6% | $3,262-87.4% |
| Participant deferral / active EE | $964 | $7,997-87.9% | $8,070-88.1% | $5,331-81.9% |
| Admin fee / account holder | $141 | $150-5.7% | $12,998-98.9% | $109+29.4% |