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: DIMENSIONAL RETIREMENT Service code 60 · EIN 26-3213693 | Sub-TA Fees | $11,494 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $755 |
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 | $68,383 | $62,928+8.7% | $172,739-60.4% | $67,579+1.2% |
| Participation rate | 76.3% | 64.5%+11.8pp | 82.6%-6.4pp | 71.3%+5.0pp |
| Annual return | 100.88% | 30.36%+70.5pp | 802.84%-702.0pp | 378.56%-277.7pp |
| Employer contribution / active EE | $575 | $1,636-64.8% | $5,143-88.8% | $2,148-73.2% |
| Participant deferral / active EE | $3,096 | $2,145+44.4% | $5,198-40.4% | $3,539-12.5% |
| Admin fee / account holder | $21 | $167-87.5% | $13,954-99.9% | $142-85.3% |