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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.
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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 |
|---|---|---|
ARIA6 years Service code 28 · EIN 82-0792334 1900 THE ALAMEDA SUITE 100 · SAN JOSE, CA 05126 | Investment Management | $0 |
Filed as: MIDATLANTIC Service code 19 · EIN 27-3169253 1251 WATERFRONT PL · PITTSBURGH, PA 15222 | Securities Custodian | $0 |
PENTEGRA SERVICES, INC.7 years Filed as: PENTEGRA Service code 15 · EIN 13-3745616 701 WESTCHESTER AVENUE, SUITE 320E · WHITE PLAINS, NY 10604 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $124,591 | $95,274+30.8% | $135,903-8.3% | $74,419+67.4% |
| Participation rate | 99.5% | 78.2%+21.3pp | 81.9%+17.6pp | 70.7%+28.7pp |
| Annual return | 15.08% | 32.77%-17.7pp | 68.23%-53.2pp | 34.38%-19.3pp |
| Employer contribution / active EE | $7,137 | $3,874+84.2% | $4,856+47.0% | $2,637+170.6% |
| Participant deferral / active EE | $11,312 | $7,782+45.4% | $7,758+45.8% | $4,528+149.8% |
| Admin fee / account holder | $110 | $266-58.7% | $10,762-99.0% | $348-68.4% |