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, PLLC1 year Filed as: SUTTLE & STALNAKER Service code 10 · EIN 55-0538163 | Accounting | $26,175 |
JOHN F. DASCOLI, PLLC11+ years Filed as: JOHN DASCOLI Service code 29 · EIN 20-5780253 | Legal | $7,250 |
ACG ADVISORY SERVICES1 year Filed as: ACG ADVISORS, LLC Service code 17 · EIN 81-5358976 | Pension Consulting | $0 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT INVESTMENT ADVISORS Service code 17 · EIN 34-1625359 | Pension Consulting | $0 |
UNION TRADES FCU1 year Service code 14 · EIN 23-7327917 | Plan Administrator | $0 |
Filed as: UNITED BANK Service code 19 · EIN 54-1071198 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,347 | $95,880+2.6% | $107,525-8.5% | $85,563+14.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 11.89% | 68.06%-56.2pp | 181.32%-169.4pp | 31.51%-19.6pp |
| Employer contribution / active EE | $5,830 | $3,812+52.9% | $3,754+55.3% | $2,654+119.7% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $443 | $1,025-56.8% | $8,919-95.0% | $834-46.8% |