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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 |
|---|---|---|
EVEREST CONSULTANTS3+ years Service code 26 · EIN 16-1526768 | Advisory (Participants) | $21,787 |
Filed as: MVP PLAN ADMINISTRATORS Service code 13 · EIN 56-2263714 | Contract Administrator | $2,316 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $41,549 | $73,102-43.2% | $123,544-66.4% | $56,287-26.2% |
| Participation rate | 86.4% | 74.3%+12.1pp | 82.3%+4.1pp | 69.9%+16.6pp |
| Annual return | 9.65% | 3.01%+6.6pp | 119.20%-109.5pp | -9.96%+19.6pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,717 | $5,423-68.3% | $6,426-73.3% | $3,350-48.7% |
| Admin fee / account holder | $131 | $554-76.3% | $9,284-98.6% | $521-74.9% |