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 |
|---|---|---|
SOLTIS INVESTMENT ADVISORS1+ years Service code 26 · EIN 87-0506413 | Advisory (Participants) | $25,389 |
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP - ROCKY MOUN Service code 15 · EIN 87-0364490 | Recordkeeping | $3,800 |
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 | $38,751 | $46,732-17.1% | $156,549-75.2% | $55,167-29.8% |
| Participation rate | 87.5% | 65.8%+21.7pp | 84.0%+3.5pp | 69.0%+18.5pp |
| Annual return | 7.52% | 17.72%-10.2pp | 32.23%-24.7pp | 169.23%-161.7pp |
| Employer contribution / active EE | $3,967 | $2,105+88.4% | $5,501-27.9% | $1,963+102.1% |
| Participant deferral / active EE | $2,028 | $2,204-8.0% | $4,871-58.4% | $3,054-33.6% |
| Admin fee / account holder | $216 | $418-48.3% | $13,027-98.3% | $504-57.1% |