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 ADVISORS8 years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 3150 US RT 60 · ONA, WV 25545 | Contract Administrator | $30,000 |
STANDARD VALUATIONS10+ years Service code 26 · EIN 41-1327339 790 CLEVELAND AVE,STE200 · ST PAUL, MN 55116 | Advisory (Participants) | $25,750 |
Filed as: PETER L SMITH Service code 17 100 BROADMOOR DRIVE · HUNTINGTON, WV 25705 | Pension Consulting | $21,942 |
JOHN F. DASCOLI, PLLC10+ years Filed as: JOHN DASCOLI PLLC Service code 29 · EIN 20-5780253 2442 KANAWHA BLVD EAST · CHARLESTON, WV 25311 | Legal | $9,200 |
FRANK N HESTAND CPA PSC10+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $9,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 90111 | Recordkeeping | $8,941 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $299,971 | $82,917+261.8% | $103,333+190.3% | $77,643+286.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 15.34% | 19.13%-3.8pp | 24.88%-9.5pp | 31.24%-15.9pp |
| Employer contribution / active EE | $11,012 | $3,552+210.0% | $3,868+184.7% | $2,726+304.0% |
| Participant deferral / active EE | $212 | $4,108-94.8% | $5,057-95.8% | $4,647-95.4% |
| Admin fee / account holder | $290 | $638-54.5% | $8,355-96.5% | $430-32.6% |