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 |
|---|---|---|
Filed as: MVP PLAN ADMINISTRATORS, INC Service code 13 · EIN 56-2263714 15300 WESTON PKWY, STE 106 · CARY, NC 27513 | Contract Administrator | $17,616 |
SECURITIES AMERICA INC4 years Filed as: SECURITIES AMERICA ADVISORS, INC Service code 26 · EIN 47-0648506 | Advisory (Participants) | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,751 | $78,275-55.6% | $109,143-68.2% | $86,799-60.0% |
| Participation rate | 89.6% | 73.8%+15.8pp | 75.9%+13.7pp | 72.3%+17.3pp |
| Annual return | 14.38% | 19.14%-4.8pp | 25.75%-11.4pp | 97.91%-83.5pp |
| Employer contribution / active EE | $1,116 | $3,105-64.1% | $3,722-70.0% | $2,405-53.6% |
| Participant deferral / active EE | $3,475 | $3,641-4.6% | $4,653-25.3% | $4,131-15.9% |
| Admin fee / account holder | $98 | $198-50.6% | $6,752-98.5% | $170-42.2% |