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 |
|---|---|---|
Service code 13 · EIN 46-4091337 | Contract Administrator | $40,283 |
MV CAPITAL MANAGEMENT, INC.4 years Service code 27 · EIN 52-1480475 | Advisory (Plan) | $38,793 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $87,839 | $86,655+1.4% | $119,609-26.6% | $66,914+31.3% |
| Participation rate | 80.2% | 75.6%+4.6pp | 79.3%+0.9pp | 69.8%+10.4pp |
| Annual return | -17.84% | -8.00%-9.8pp | -14.97%-2.9pp | 1.58%-19.4pp |
| Employer contribution / active EE | $3,346 | $2,536+31.9% | $4,232-20.9% | $2,544+31.5% |
| Participant deferral / active EE | $2,623 | $4,358-39.8% | $5,602-53.2% | $4,237-38.1% |
| Admin fee / account holder | $608 | $755-19.4% | $10,323-94.1% | $593+2.5% |