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 |
|---|---|---|
MVP PLAN ADMINISTRATORS, INC.6+ years Filed as: MVP PLAN ADMINISTRATORS, INC Service code 13 · EIN 56-2263714 | Contract Administrator | $35,111 |
GORDON ASSET MANAGEMENT5 years Service code 26 · EIN 42-1582751 | Advisory (Participants) | $18,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,662 | $100,801-71.6% | $149,696-80.9% | $73,409-61.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 26.38% | 265.34%-239.0pp | 276.60%-250.2pp | 59.29%-32.9pp |
| Employer contribution / active EE | $2,688 | $3,312-18.8% | $4,644-42.1% | $2,234+20.3% |
| Participant deferral / active EE | $5,356 | $6,404-16.4% | $6,842-21.7% | $3,805+40.7% |
| Admin fee / account holder | $142 | $181-21.3% | $9,309-98.5% | $158-9.8% |