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 |
|---|---|---|
JACKSON KELLY PLLC10+ years Filed as: JACKSON & KELLY Service code 13 · EIN 55-0394215 500 LEE STREET E. 3RD FLOOR · CHARLESTON, WV 25322 | Contract Administrator | $8,675 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,467 | $50,815-59.7% | $155,509-86.8% | $77,643-73.6% |
| Participation rate | 96.2% | 63.1%+33.1pp | 78.2%+18.0pp | 70.6%+25.6pp |
| Annual return | 11.90% | 34.80%-22.9pp | 64.67%-52.8pp | 31.24%-19.3pp |
| Employer contribution / active EE | $2,984 | $1,993+49.7% | $4,672-36.1% | $2,726+9.5% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,626-100.0% | $4,647-100.0% |
| Admin fee / account holder | $84 | $437-80.7% | $15,912-99.5% | $430-80.4% |