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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $84,205 |
Filed as: B. RILEY WEALTH ADVISORS, INC. Service code 27 · EIN 91-1648671 | Advisory (Plan) | $44,922 |
NEWEDGE ADVISORS LLC1 year Filed as: NEWEDGE ADVISORS Service code 27 · EIN 46-0854203 | Advisory (Plan) | $9,566 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $102,400 | $67,984+50.6% | $65,493+56.4% | $74,304+37.8% |
| Participation rate | 82.3% | 66.3%+16.0pp | 73.1%+9.2pp | 60.3%+22.0pp |
| Annual return | 16.01% | 19.87%-3.9pp | 982.45%-966.4pp | 29.43%-13.4pp |
| Employer contribution / active EE | $3,673 | $2,491+47.4% | $2,574+42.7% | $2,241+63.9% |
| Participant deferral / active EE | $6,843 | $3,346+104.5% | $3,961+72.8% | $3,767+81.6% |
| Admin fee / account holder | $601 | $1,373-56.2% | $5,028-88.0% | $2,969-79.7% |