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 3-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 |
|---|---|---|
RBC WEALTH MANAGEMENT3+ years Service code 17 3430 E. SUNRISE DR., STE 250 · TUCSON, AZ 85718 | Pension Consulting | $27,071 |
THE WATERFORD GROUP LLC1 year Filed as: THE WATERFORD GROUP, LLC Service code 26 | Advisory (Participants) | $23,078 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN TRUST COMPANY Service code 15 855 MAIN ST, 4TH FLOOR · DUBUQUE, IA 520016823 | Recordkeeping | $21,594 |
PINNACLE PLAN DESIGN, LLC2 years Filed as: PINNACLE PLAN DESIGN LLC Service code 10 · EIN 20-3970947 PO BOX 64130 · TUCSON, AZ 857384130 | Accounting | $5,205 |
Filed as: ALERA INVESTMENT ADVISORS LLC Service code 26 · EIN 81-4473358 | Advisory (Participants) | $2,210 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,820 | $79,013-35.7% | $100,391-49.4% | $74,495-31.8% |
| Participation rate | 92.7% | 79.5%+13.3pp | 81.5%+11.3pp | 67.2%+25.5pp |
| Annual return | 17.28% | 20.41%-3.1pp | 49.20%-31.9pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $2,512 | $3,021-16.9% | $3,942-36.3% | $2,623-4.2% |
| Participant deferral / active EE | $5,161 | $7,760-33.5% | $8,082-36.1% | $4,346+18.8% |
| Admin fee / account holder | $382 | $1,320-71.1% | $7,899-95.2% | $1,942-80.3% |