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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $237,082 |
Service code 14 · EIN 84-0456274 | Plan Administrator | $60,982 |
Filed as: INNOVEST PORTFOLIO Service code 13 · EIN 84-1612955 | Contract Administrator | $37,598 |
MILLER KAPLAN ARASE LLP5 years Service code 10 · EIN 95-2036255 | Accounting | $26,811 |
SPENCER FANE LLP9 years Service code 29 · EIN 44-0561981 | Legal | $7,215 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,349 | $241,101-87.4% | $103,333-70.6% | $199,593-84.8% |
| Participation rate | 84.0% | 78.3%+5.7pp | 74.5%+9.5pp | 72.0%+12.0pp |
| Annual return | 12.39% | 17.80%-5.4pp | 24.88%-12.5pp | 34.25%-21.9pp |
| Employer contribution / active EE | $662 | $4,244-84.4% | $3,868-82.9% | $3,034-78.2% |
| Participant deferral / active EE | $2,168 | $3,958-45.2% | $5,057-57.1% | $5,087-57.4% |
| Admin fee / account holder | $181 | $288-37.0% | $8,355-97.8% | $269-32.6% |