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 |
|---|---|---|
MV CAPITAL MANAGEMENT, INC.6 years Service code 27 · EIN 52-1480475 | Advisory (Plan) | $45,260 |
Service code 13 · EIN 46-4091337 | Contract Administrator | $18,680 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $134,005 | $88,083+52.1% | $164,813-18.7% | $74,495+79.9% |
| Participation rate | 90.4% | 73.0%+17.4pp | 78.6%+11.8pp | 67.2%+23.2pp |
| Annual return | 23.37% | 17.26%+6.1pp | 69.93%-46.6pp | 1364.94%-1341.6pp |
| Employer contribution / active EE | $3,890 | $2,593+50.0% | $4,341-10.4% | $2,623+48.3% |
| Participant deferral / active EE | $2,779 | $4,498-38.2% | $6,031-53.9% | $4,346-36.1% |
| Admin fee / account holder | $496 | $2,234-77.8% | $12,690-96.1% | $1,942-74.5% |