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 |
|---|---|---|
Filed as: AMERITAS INVESTMENT CORP Service code 28 · EIN 47-0663374 | Investment Management | $22,500 |
BKD, LLP4 years Filed as: LAPORTE Service code 10 · EIN 72-1088864 | Accounting | $7,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$31,515 |
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 | $216,340 | $100,801+114.6% | $149,696+44.5% | $73,409+194.7% |
| Participation rate | 99.0% | 77.7%+21.3pp | 82.5%+16.5pp | 72.2%+26.8pp |
| Annual return | 18.71% | 265.34%-246.6pp | 276.60%-257.9pp | 59.29%-40.6pp |
| Employer contribution / active EE | $5,022 | $3,312+51.6% | $4,644+8.1% | $2,234+124.8% |
| Participant deferral / active EE | $11,451 | $6,404+78.8% | $6,842+67.4% | $3,805+200.9% |
| Admin fee / account holder | $1 | $181-99.6% | $9,309-100.0% | $158-99.6% |