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 |
|---|---|---|
PACIFIC ISLANDS FINANCIAL MGMT, LLC6+ years Service code 27 · EIN 65-1232249 | Advisory (Plan) | $41,386 |
CW ASSOCIATES6+ years Service code 10 · EIN 26-1659234 | Accounting | $10,993 |
Filed as: RIVERSEDGE ADV RET SOLUTIONS, LLC Service code 15 · EIN 27-1155910 | Recordkeeping | $2,300 |
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 | $118,541 | $59,839+98.1% | $81,983+44.6% | $79,858+48.4% |
| Participation rate | 92.9% | 61.6%+31.3pp | 69.2%+23.7pp | 69.6%+23.3pp |
| Annual return | 15.08% | 17.56%-2.5pp | 41.31%-26.2pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,765 | $1,713+3.0% | $2,498-29.4% | $2,471-28.6% |
| Participant deferral / active EE | $5,062 | $2,695+87.8% | $3,722+36.0% | $3,740+35.3% |
| Admin fee / account holder | $363 | $4,287-91.5% | $5,664-93.6% | $5,306-93.2% |