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 |
|---|---|---|
AMERICAN REALTY ADVISORS11+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0671859 9200 US ROUTE 60 · ONA, WV 25545 | Contract Administrator | $31,177 |
STANDARD VALUATIONS11+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVE SUITE 220 · ST PAUL, MN 55116 | Advisory (Plan) | $26,000 |
GRAY, GRIFFITH & MAYS, A.C.11+ years Service code 10 · EIN 55-0621482 707 VIRGINIA STREET EAST, SUITE 400 · CHARLESTON, WV 25301 | Accounting | $14,155 |
JOHN F. DASCOLI, PLLC11+ years Filed as: JOHN F. DASCOLI PLLC Service code 29 · EIN 20-5780253 2442 KANAWHA BLVD EAST · CHARLESTON, WV 25311 | Legal | $13,151 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,257 | $95,880+163.1% | $107,525+134.6% | $85,563+194.8% |
| Participation rate | 57.8% | 70.1%-12.4pp | 75.1%-17.3pp | 66.0%-8.2pp |
| Annual return | 17.43% | 68.06%-50.6pp | 181.32%-163.9pp | 31.51%-14.1pp |
| Employer contribution / active EE | $6,567 | $3,812+72.3% | $3,754+74.9% | $2,654+147.5% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $335 | $1,025-67.4% | $8,919-96.2% | $834-59.9% |