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 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NC 07302 | Other Commissions | $29,713 |
MILLER KAPLAN ARASE LLP4 years Filed as: MILLER, KAPLAN, ARASE LLP Service code 10 4123 LANKERSHIM BLVD · NORTH HOLLYWOOD, CA 91602 | Accounting | $8,250 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $2,975 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,132 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $122,585 | $55,214+122.0% | $104,607+17.2% | $73,488+66.8% |
| Participation rate | 95.1% | 67.8%+27.3pp | 74.1%+21.0pp | 70.7%+24.4pp |
| Annual return | 13.67% | 24.79%-11.1pp | 340.46%-326.8pp | 28.51%-14.8pp |
| Employer contribution / active EE | $3,284 | $1,468+123.8% | $2,681+22.5% | $2,270+44.7% |
| Participant deferral / active EE | $3,473 | $2,925+18.7% | $3,740-7.1% | $3,740-7.1% |
| Admin fee / account holder | $88 | $424-79.2% | $6,473-98.6% | $513-82.8% |