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 10-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 |
|---|---|---|
ANTHEM FINANCIAL SERVICES8 years Service code 99 · EIN 27-2998861 | Other Fees | $0 |
Service code 49 · EIN 11-3271022 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Other Services | $0 |
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 | $117,497 | $65,908+78.3% | $81,812+43.6% | $77,643+51.3% |
| Participation rate | 99.6% | 65.8%+33.8pp | 72.3%+27.3pp | 70.6%+29.1pp |
| Annual return | 17.60% | 26.64%-9.0pp | 773.79%-756.2pp | 31.24%-13.6pp |
| Employer contribution / active EE | $11,024 | $2,370+365.1% | $2,912+278.5% | $2,726+304.4% |
| Participant deferral / active EE | $8,209 | $3,505+134.2% | $4,319+90.1% | $4,647+76.6% |
| Admin fee / account holder | $19 | $526-96.4% | $7,386-99.7% | $430-95.6% |