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 |
|---|---|---|
WEALTHSPIRE RET ADVISORY1 year Service code 26 · EIN 33-0950143 | Advisory (Participants) | $8,750 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 15 · EIN 35-0145825 | Recordkeeping | $1,074 |
Service code 49 · EIN 33-9055243 120 VANTIS DRIVE, SUITE 400 · ALISO VIEJO, CA 92656 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,995 | $50,982+194.2% | $154,803-3.1% | $85,563+75.3% |
| Participation rate | 34.0% | 59.8%-25.8pp | 78.1%-44.1pp | 66.0%-32.0pp |
| Annual return | 14.96% | 30.35%-15.4pp | 58.88%-43.9pp | 31.51%-16.5pp |
| Employer contribution / active EE | $350 | $1,708-79.5% | $4,305-91.9% | $2,654-86.8% |
| Participant deferral / active EE | $1,011 | $2,474-59.1% | $5,540-81.7% | $4,375-76.9% |
| Admin fee / account holder | $86 | $846-89.8% | $14,329-99.4% | $834-89.7% |