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 |
|---|---|---|
Service code 49 · EIN 55-0667502 | Other Services | $150,670 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $66,101 |
Service code 13 · EIN 83-1544721 | Contract Administrator | $45,427 |
STANDARD VALUATIONS7+ years Filed as: STANDARD VALUATION Service code 27 · EIN 41-1327339 | Advisory (Plan) | $24,600 |
MCELHANEY & ASSOCIATES, LLC5 years Service code 10 · EIN 38-3806684 | Accounting | $19,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,423 | $111,491-35.9% | $189,513-62.3% | $86,799-17.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.8%+12.2pp | 72.3%+27.7pp |
| Annual return | 11.49% | 83.50%-72.0pp | 555.15%-543.7pp | 97.91%-86.4pp |
| Employer contribution / active EE | $3,895 | $3,951-1.4% | $6,162-36.8% | $2,405+61.9% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,221-100.0% | $4,131-100.0% |
| Admin fee / account holder | $299 | $189+58.2% | $12,045-97.5% | $170+76.1% |