See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CONSULTIVA INTERNATIONAL5+ years Filed as: CONSULTIVA INTERNACIONAL INC Service code 27 250 AVE LUIS MUNOZ RIVERA STE 430 · SAN JUAN, PR 00918 | Advisory (Plan) | $105,495 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,040 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $90,878 | $78,781+15.4% | $100,516-9.6% | $73,409+23.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 79.4%+20.6pp | 72.2%+27.8pp |
| Annual return | 13.63% | 31.69%-18.1pp | 30.89%-17.3pp | 59.29%-45.7pp |
| Employer contribution / active EE | $513 | $2,420-78.8% | $3,418-85.0% | $2,234-77.0% |
| Participant deferral / active EE | $4,651 | $6,537-28.9% | $6,270-25.8% | $3,805+22.2% |
| Admin fee / account holder | $177 | $145+21.9% | $8,081-97.8% | $158+12.2% |