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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP4 years Filed as: AMERITAS INVESTMENT CORP Service code 26 · EIN 47-0663374 | Advisory (Participants) | $30,000 |
BKD, LLP7 years Filed as: LAPORTE Service code 26 · EIN 72-1088864 | Advisory (Participants) | $10,500 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,025 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$34,524 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,635 | $95,274+98.0% | $135,903+38.8% | $74,419+153.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 19.95% | 32.77%-12.8pp | 68.23%-48.3pp | 34.38%-14.4pp |
| Employer contribution / active EE | $5,540 | $3,874+43.0% | $4,856+14.1% | $2,637+110.1% |
| Participant deferral / active EE | $14,036 | $7,782+80.4% | $7,758+80.9% | $4,528+210.0% |
| Admin fee / account holder | $22 | $266-91.6% | $10,762-99.8% | $348-93.6% |