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 |
|---|---|---|
ANCORA ADVISORS2 years Filed as: ANCORA GROUP, INC. Service code 27 · EIN 27-1506603 | Advisory (Plan) | $19,319 |
Filed as: FLEXIBLE BENEFIT SYSTEMS, INC. Service code 15 · EIN 34-1722481 | Recordkeeping | $5,040 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,572 | $77,899-62.0% | $149,673-80.2% | $75,163-60.7% |
| Participation rate | 90.5% | 65.6%+24.9pp | 78.8%+11.7pp | 67.2%+23.3pp |
| Annual return | 13.40% | 31.72%-18.3pp | 134.42%-121.0pp | 160.62%-147.2pp |
| Employer contribution / active EE | $1,022 | $3,137-67.4% | $4,818-78.8% | $2,670-61.7% |
| Participant deferral / active EE | $7,616 | $3,411+123.3% | $5,680+34.1% | $4,125+84.6% |
| Admin fee / account holder | $228 | $5,956-96.2% | $13,210-98.3% | $5,651-96.0% |