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 7-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 | Direct payment from the plan; Investm... | $138,248 |
Filed as: ROEHL-YI INVESTMENT ADVISORS, LLC Service code 17 · EIN 94-1249395 | Pension Consulting | $37,500 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $50,904 | $89,178-42.9% | $91,541-44.4% | $102,872-50.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 69.8%+30.2pp | 73.0%+27.0pp |
| Annual return | 22.13% | 14.52%+7.6pp | 20.50%+1.6pp | 19.06%+3.1pp |
| Employer contribution / active EE | $2,000 | $3,455-42.1% | $2,505-20.2% | $3,526-43.3% |
| Participant deferral / active EE | $4,459 | $4,657-4.3% | $4,008+11.3% | $5,535-19.4% |
| Admin fee / account holder | $97 | $134-27.7% | $6,956-98.6% | $292-66.8% |