Filed January 9, 2017
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MV CAPITAL MANAGEMENT, INC.3+ years Service code 28 4520 EAST WEST HIGHWAY · BETHESDA, MD 20814 | Investment Management | $49,938 |
Service code 13 · EIN 23-3038464 | Contract Administrator | $38,429 |
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 | $75,594 | $75,388+0.3% | $123,544-38.8% | $55,725+35.7% |
| Participation rate | 98.5% | 75.7%+22.8pp | 82.3%+16.2pp | 70.9%+27.6pp |
| Annual return | 8.85% | 4.48%+4.4pp | 119.20%-110.3pp | 244.93%-236.1pp |
| Employer contribution / active EE | $1,645 | $3,063-46.3% | $4,628-64.5% | $2,078-20.9% |
| Participant deferral / active EE | $3,620 | $5,651-35.9% | $6,426-43.7% | $3,356+7.9% |
| Admin fee / account holder | $290 | $120+141.9% | $9,284-96.9% | $115+151.5% |