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 26 4525 SOUTH WASATCH BLVD, SUITE 250 · SALT LAKE CITY, UT 84124 | Advisory (Participants) | $16,683 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $766 |
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 | $29,762 | $66,302-55.1% | $110,238-73.0% | $56,287-47.1% |
| Participation rate | 99.1% | 74.9%+24.2pp | 79.8%+19.3pp | 69.9%+29.3pp |
| Annual return | -5.95% | -1.18%-4.8pp | 314.74%-320.7pp | -9.96%+4.0pp |
| Employer contribution / active EE | $1,299 | $2,047-36.6% | $3,826-66.1% | $2,111-38.5% |
| Participant deferral / active EE | $2,328 | $3,381-31.2% | $4,672-50.2% | $3,350-30.5% |
| Admin fee / account holder | $72 | $698-89.6% | $8,547-99.2% | $521-86.1% |