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 |
|---|---|---|
VAN DOOTINGH, MOSHER, MELLEN & CO2+ years Service code 10 · EIN 34-1816383 105 CLEVELAND ROAD STE A · NORWALK, OH 44857 | Accounting | $22,020 |
ZABARSKY & ASSOCIATES, LLC2+ years Service code 13 · EIN 82-0560553 17074 RACCOON TRAIL · STRONGSVILLE, OH 44136 | Contract Administrator | $19,079 |
MANAGEMENT PLANNING, INC.2+ years Service code 34 · EIN 21-0646362 1000 LENOX DRIVE · LAWRENCEVILLE, NJ 08648 | Valuation (appraisals, etc.) | $10,937 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,478 | $52,884+50.3% | $84,750-6.2% | $55,167+44.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 14.78% | 18.03%-3.2pp | 22.78%-8.0pp | 169.23%-154.4pp |
| Employer contribution / active EE | $7,184 | $2,233+221.6% | $3,574+101.0% | $1,963+266.0% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $230 | $581-60.4% | $5,332-95.7% | $504-54.3% |