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 |
|---|---|---|
Filed as: ALERA INVESTMENT ADVISORS Service code 27 THREE PARKWAY NORTH, STE 500 · DEERFIELD, IL 60015 | Advisory (Plan) | $25,056 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $7,537 |
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 | $23,413 | $54,517-57.1% | $75,972-69.2% | $74,495-68.6% |
| Participation rate | 97.9% | 60.3%+37.5pp | 69.1%+28.8pp | 67.2%+30.7pp |
| Annual return | 15.72% | 31.82%-16.1pp | 359.55%-343.8pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $2,043 | $1,777+15.0% | $2,685-23.9% | $2,623-22.1% |
| Participant deferral / active EE | $2,759 | $3,066-10.0% | $4,255-35.2% | $4,346-36.5% |
| Admin fee / account holder | $105 | $2,229-95.3% | $6,467-98.4% | $1,942-94.6% |