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 12 · EIN 13-3689044 | Finders' fees / placement fees; Distr... | $189,258 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $36,413 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $19,500 |
PENSION PLAN SPECIALISTS, PC2 years Service code 16 · EIN 26-1570786 | Consulting | $8,848 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $92,985 | $95,542-2.7% | $69,455+33.9% | $67,579+37.6% |
| Participation rate | 73.6% | 79.4%-5.7pp | 74.6%-1.0pp | 71.3%+2.4pp |
| Annual return | 19.69% | 17.67%+2.0pp | 28.97%-9.3pp | 378.56%-358.9pp |
| Employer contribution / active EE | $4,540 | $2,989+51.9% | $2,779+63.4% | $2,148+111.4% |
| Participant deferral / active EE | $5,516 | $3,263+69.0% | $3,535+56.0% | $3,539+55.8% |
| Admin fee / account holder | $254 | $90+182.8% | $3,839-93.4% | $142+78.6% |