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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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $36,213 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS DBA FUTUREPLAN BY Service code 13 | Contract Administrator | $6,091 |
Filed as: REGAL INVESTMENT ADVISORS, LLC Service code 27 · EIN 22-3844414 | Advisory (Plan) | $5,506 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,676 | $110,094-67.6% | $151,611-76.5% | $68,494-47.9% |
| Participation rate | 93.8% | 84.0%+9.8pp | 87.5%+6.3pp | 67.9%+25.9pp |
| Annual return | -17.69% | -10.12%-7.6pp | 3.33%-21.0pp | -7.84%-9.8pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,767 | $6,527+34.3% | $8,363+4.8% | $4,027+117.7% |
| Admin fee / account holder | $290 | $7,719-96.2% | $11,616-97.5% | $5,403-94.6% |