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 | $74,054 |
Filed as: B. RILEY WEALTH ADVISORS, INC. Service code 27 · EIN 91-1648671 | Advisory (Plan) | $20,930 |
Service code 27 · EIN 62-1518255 | Advisory (Plan) | $19,215 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $84,494 | $65,557+28.9% | $64,056+31.9% | $71,457+18.2% |
| Participation rate | 83.5% | 73.2%+10.3pp | 72.3%+11.2pp | 67.9%+15.6pp |
| Annual return | 20.49% | 18.94%+1.6pp | 33.69%-13.2pp | 28.85%-8.4pp |
| Employer contribution / active EE | $2,310 | $2,669-13.5% | $2,747-15.9% | $2,588-10.7% |
| Participant deferral / active EE | $6,203 | $3,626+71.1% | $3,880+59.9% | $4,289+44.6% |
| Admin fee / account holder | $553 | $616-10.3% | $3,068-82.0% | $1,587-65.2% |