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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.
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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: THE ROSE FINANCIAL GROUP, LLC Service code 14 · EIN 35-2130755 6602 EAST 75TH STREET · INDIANAPOLIS, IN 46250 | Plan Administrator | $36,625 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $15,983 |
CHOICE WEALTH ADVISORS1 year Filed as: CHOICE WEATLH ADVISORS Service code 26 · EIN 20-2441108 325-D KENNEDY MEMORIAL DRIVE · WATERVILLE, ME 04901 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ASSOCIATES Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,234 | $88,890-81.7% | $102,423-84.2% | $77,643-79.1% |
| Participation rate | 71.6% | 80.9%-9.3pp | 76.5%-4.9pp | 70.6%+1.0pp |
| Annual return | 13.24% | 24.98%-11.7pp | 29.32%-16.1pp | 31.24%-18.0pp |
| Employer contribution / active EE | $909 | $2,698-66.3% | $3,023-69.9% | $2,726-66.6% |
| Participant deferral / active EE | $1,237 | $5,145-76.0% | $5,053-75.5% | $4,647-73.4% |
| Admin fee / account holder | $218 | $235-7.4% | $9,451-97.7% | $430-49.4% |