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 15 · EIN 35-0145825 | Recordkeeping | $77,415 |
PRONVEST1 year Service code 26 · EIN 62-1823351 | Advisory (Participants) | $12,789 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,642 | $73,404-59.6% | $87,100-66.0% | $67,579-56.1% |
| Participation rate | 91.2% | 80.9%+10.3pp | 76.9%+14.3pp | 71.3%+19.9pp |
| Annual return | 19.51% | 48.29%-28.8pp | 28.19%-8.7pp | 378.56%-359.0pp |
| Employer contribution / active EE | $1,346 | $2,014-33.2% | $2,521-46.6% | $2,148-37.3% |
| Participant deferral / active EE | $1,686 | $3,913-56.9% | $4,049-58.4% | $3,539-52.4% |
| Admin fee / account holder | $24 | $142-82.7% | $7,497-99.7% | $142-82.8% |