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 |
|---|---|---|
BDO USA, LLP5 years Service code 13 PO BOX 642743 · PITTSBURGH, PA 15264 | Contract Administrator | $15,778 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,234 |
THE ASCENT GROUP, LLC1 year Filed as: THE ASCENT GROUP LLC Service code 27 5029 CORPORATE WOOD DRIVE SUITE 200 · VIRGINIA BEACH, VA 23462 | Advisory (Plan) | $5,458 |
Filed as: AMERITAS INVESTMENT COMPANY LLC Service code 27 5900 O STREET · LINCOLN, NE 68510 | Advisory (Plan) | $5,289 |
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).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,178 | $30,555-76.5% | $80,716-91.1% | $86,799-91.7% |
| Participation rate | 87.2% | 37.2%+50.0pp | 54.2%+33.1pp | 72.3%+15.0pp |
| Annual return | 12.60% | 30.35%-17.7pp | 87.28%-74.7pp | 97.91%-85.3pp |
| Employer contribution / active EE | $197 | $472-58.3% | $1,160-83.0% | $2,405-91.8% |
| Participant deferral / active EE | $848 | $1,050-19.2% | $2,146-60.5% | $4,131-79.5% |
| Admin fee / account holder | $99 | $135-26.7% | $3,380-97.1% | $170-41.5% |