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 8-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 |
|---|---|---|
Filed as: STEPHEN B. MARVIN AGENCY INC. Service code 99 · EIN 47-5307489 | Other Fees | $64,880 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,399 | $94,833-24.7% | $75,696-5.7% | $86,799-17.7% |
| Participation rate | 78.5% | 79.1%-0.6pp | 74.8%+3.7pp | 72.3%+6.3pp |
| Annual return | 19.86% | 16.91%+2.9pp | 104.53%-84.7pp | 97.91%-78.0pp |
| Employer contribution / active EE | $4,704 | $2,904+62.0% | $2,743+71.5% | $2,405+95.6% |
| Participant deferral / active EE | $5,462 | $3,632+50.4% | $3,821+42.9% | $4,131+32.2% |
| Admin fee / account holder | $556 | $109+411.6% | $3,619-84.6% | $170+227.7% |