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 |
|---|---|---|
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVSRS Service code 16 · EIN 43-1451524 | Consulting | $244,448 |
INDEPENDENT FINANCIAL PARTNERS4+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $73,905 |
Service code 37 · EIN 35-0145825 | Loan Processing | $31,762 |
PERKINS & CO3 years Filed as: PERKINS & CO. Service code 50 · EIN 93-0928924 | Direct Payment | $18,907 |
Service code 49 · EIN 04-1590850 | Other Services | $9,711 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 13-3806694 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
LEGG MASON2 years Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO. Service code 60 | Sub-TA Fees | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,663 | $65,223-23.9% | $80,019-37.9% | $55,725-10.9% |
| Participation rate | 92.2% | 80.6%+11.7pp | 75.8%+16.4pp | 70.9%+21.4pp |
| Annual return | -3.18% | 7.59%-10.8pp | 11.22%-14.4pp | 244.93%-248.1pp |
| Employer contribution / active EE | $871 | $2,544-65.8% | $2,468-64.7% | $2,078-58.1% |
| Participant deferral / active EE | $2,639 | $3,881-32.0% | $3,686-28.4% | $3,356-21.4% |
| Admin fee / account holder | $71 | $114-37.7% | $6,521-98.9% | $115-38.3% |