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 8-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 |
|---|---|---|
RPG CONSULTANTS3+ years Service code 15 · EIN 13-4077182 181 SO. FRANKLIN AVE. - SUITE 202 · VALLEY STREAM, NY 11581 | Recordkeeping | $44,406 |
SUNTRUST BANKS, INC.3+ years Filed as: STERLING WEALTH MANAGEMENT, LLC Service code 27 1470 E 35TH STREET · BROOKLYN, NY 11234 | Advisory (Plan) | $24,922 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $15,048 | $40,113-62.5% | $84,015-82.1% | $77,787-80.7% |
| Participation rate | 38.1% | 62.8%-24.7pp | 69.0%-30.9pp | 73.2%-35.1pp |
| Annual return | 22.74% | 23.27%-0.5pp | 71.31%-48.6pp | 32.57%-9.8pp |
| Employer contribution / active EE | $378 | $847-55.4% | $1,983-80.9% | $2,504-84.9% |
| Participant deferral / active EE | $1,498 | $2,030-26.2% | $3,239-53.7% | $3,967-62.2% |
| Admin fee / account holder | $151 | $92+65.0% | $6,101-97.5% | $100+51.0% |