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 |
|---|---|---|
MVP PLAN ADMINISTRATORS, INC.1+ years Service code 13 · EIN 56-2263714 | Contract Administrator | $10,891 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 94-3106735 | Securities Custodian | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,969 | $34,492+1.4% | $80,004-56.3% | $55,191-36.6% |
| Participation rate | 73.2% | 62.9%+10.4pp | 73.0%+0.2pp | 69.2%+4.1pp |
| Annual return | 0.91% | 3.50%-2.6pp | 7.63%-6.7pp | 10.78%-9.9pp |
| Employer contribution / active EE | $1,056 | $1,043+1.3% | $2,473-57.3% | $1,899-44.4% |
| Participant deferral / active EE | $1,570 | $2,104-25.4% | $3,204-51.0% | $3,046-48.5% |
| Admin fee / account holder | $18 | $69-73.3% | $5,033-99.6% | $91-79.6% |