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 3-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 |
|---|---|---|
RPG CONSULTANTS1 year Service code 15 · EIN 13-4077182 1245 HEWLETT PLAZA · HEWLET, NY 11557 | Recordkeeping | $33,421 |
Filed as: PJS TAX PLANNING & BDJ WEALTH MANA Service code 26 17766 PRESTON ROAD · DALLAS, TX 75252 | Advisory (Participants) | $20,769 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 19 · EIN 26-0010549 1251 WATERFRONT PLACE · PITTSBURGH, PA 15222 | Securities Custodian | $5,302 |
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 | $40,809 | $52,406-22.1% | $129,207-68.4% | $74,495-45.2% |
| Participation rate | 78.0% | 53.8%+24.2pp | 69.6%+8.4pp | 67.2%+10.8pp |
| Annual return | 13.87% | 15.66%-1.8pp | 9417.33%-9403.5pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $3,044 | $1,531+98.9% | $4,153-26.7% | $2,623+16.1% |
| Participant deferral / active EE | $4,892 | $2,794+75.1% | $4,168+17.4% | $4,346+12.6% |
| Admin fee / account holder | $282 | $2,633-89.3% | $7,715-96.3% | $1,942-85.5% |