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 7-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 |
|---|---|---|
SHEPPARD MULLIN2 years Service code 29 · EIN 95-1463164 | Legal | $193,155 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 13 · EIN 71-0294708 | Contract Administrator | $93,750 |
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 49 C/O FUTURE PLAN PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $92,756 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $29,090 |
MMA SECURITIES LLC4 years Filed as: MARSH RISK & INSURANCE SERVICES Service code 53 · EIN 36-1436000 | Insurance Commissions | $16,007 |
DARIN WHITE4 years Service code 15 · EIN 95-3946289 | Recordkeeping | $10,745 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $10,448 |
CALIFORNIA THOROUGHBRED TRAINERS4 years Service code 14 · EIN 95-3946289 | Plan Administrator | $10,243 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $8,159 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 49 | Other Services | $6,011 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,260 | $43,113-76.2% | $82,719-87.6% | $77,904-86.8% |
| Participation rate | 95.1% | 63.8%+31.2pp | 72.6%+22.5pp | 73.7%+21.4pp |
| Annual return | -12.68% | 2.60%-15.3pp | 701.18%-713.9pp | 12.21%-24.9pp |
| Employer contribution / active EE | $741 | $1,924-61.5% | $3,009-75.4% | $2,848-74.0% |
| Participant deferral / active EE | $0 | $3,057-100.0% | $4,395-100.0% | $4,806-100.0% |
| Admin fee / account holder | $271 | $102+165.3% | $5,329-94.9% | $133+104.7% |