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 |
|---|---|---|
ASCENSUS LLC1 year Service code 12 · EIN 11-3665754 200 DRYDEN ROAD · DRESHER, PA 19025 | Consulting (pension); Contract Admini... | $7,827 |
PCS RETIREMENT, LLC4 years Service code 12 · EIN 23-3038464 9450 SW GEMINI DR · BEAVERTON, OR 970087105 | Consulting (general); Participant loa... | $6,493 |
F1401K ADVISORS1 year Service code 17 · EIN 46-3798379 6041 SOUTH SYRACUSE WAY · GREENWOOD VILLAGE, CO 80111 | Pension Consulting | $4,075 |
Filed as: SOUTHEASTERN EMPLOYEE BENEFIT Service code 12 1175 JOHN STREET · W. HENRIETTA, NY 14586 | Valuation (appraisals, etc.); Recordk... | $3,825 |
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 | $97,099 | $59,417+63.4% | $93,606+3.7% | $74,495+30.3% |
| Participation rate | 80.1% | 59.7%+20.4pp | 68.7%+11.4pp | 67.2%+12.9pp |
| Annual return | 12.01% | 81.83%-69.8pp | 133.20%-121.2pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $1,407 | $1,264+11.3% | $2,420-41.9% | $2,623-46.4% |
| Participant deferral / active EE | $1,924 | $3,050-36.9% | $4,411-56.4% | $4,346-55.7% |
| Admin fee / account holder | $223 | $3,021-92.6% | $8,285-97.3% | $1,942-88.5% |