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 |
|---|---|---|
Filed as: VRIAC Service code 27 · EIN 71-0294708 | Advisory (Plan) | $578 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $20,860 | $39,948-47.8% | $89,391-76.7% | $73,409-71.6% |
| Participation rate | 36.6% | 50.4%-13.8pp | 68.0%-31.4pp | 72.2%-35.6pp |
| Annual return | 21.73% | 50.12%-28.4pp | 245.62%-223.9pp | 59.29%-37.6pp |
| Employer contribution / active EE | $820 | $1,200-31.7% | $2,586-68.3% | $2,234-63.3% |
| Participant deferral / active EE | $1,513 | $2,193-31.0% | $3,890-61.1% | $3,805-60.2% |
| Admin fee / account holder | $11 | $134-91.5% | $4,881-99.8% | $158-92.7% |