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 13 · EIN 42-0127290 | Contract Administrator | $35,920 |
ASCENSUS LLC2 years Filed as: PORTICO WEALTH ADVISORS, LLC Service code 27 · EIN 27-1799818 | Advisory (Plan) | $17,008 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,634 | $43,504+9.5% | $68,793-30.8% | $56,287-15.4% |
| Participation rate | 87.4% | 67.8%+19.5pp | 72.2%+15.2pp | 69.9%+17.5pp |
| Annual return | -5.45% | -3.15%-2.3pp | -4.63%-0.8pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,729 | $1,525+13.4% | $2,625-34.1% | $2,111-18.1% |
| Participant deferral / active EE | $3,538 | $2,509+41.0% | $3,311+6.9% | $3,350+5.6% |
| Admin fee / account holder | $290 | $515-43.7% | $5,131-94.4% | $521-44.4% |