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 |
|---|---|---|
SUTTLE & STALNAKER, PLLC9+ years Service code 10 · EIN 55-0538163 | Accounting | $21,675 |
THE TRAVELERS INDEMNITY COMPANY8+ years Filed as: TRAVELERS CASUALTY & SURETY CO Service code 19 · EIN 06-6033504 | Securities Custodian | $9,779 |
JOHN F. DASCOLI, PLLC9+ years Filed as: JOHN DASCOLI Service code 29 · EIN 20-5780253 | Legal | $8,280 |
CLARK CAPITAL MANAGEMENT GROUP, INC2 years Service code 17 · EIN 23-2420504 | Pension Consulting | $0 |
CRESTVIEW CAPITAL INVESTMENTS2 years Service code 17 · EIN 82-2925680 | Pension Consulting | $0 |
MEPT5 years Filed as: MEPT INVESTMENTS Service code 17 · EIN 52-6218800 | Pension Consulting | $0 |
TA REALTY2 years Service code 17 · EIN 82-3701425 | Pension Consulting | $0 |
Filed as: UNITED BANK Service code 21 · EIN 54-1071198 | Bank Trustee | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $90,481 | $92,971-2.7% | $96,683-6.4% | $74,419+21.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 8.52% | 37.49%-29.0pp | 35.69%-27.2pp | 34.38%-25.9pp |
| Employer contribution / active EE | $5,393 | $3,426+57.4% | $3,737+44.3% | $2,637+104.5% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $730 | $633+15.3% | $6,730-89.2% | $348+109.9% |