See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
GORDON ASSET MANAGEMENT2 years Service code 26 · EIN 42-1582751 1007 SLATER RD, SUITE 200 · DURHAM, NC 27703 | Advisory (Participants) | $22,418 |
Filed as: MVP PLAN ADMINISTRATORS, INC Service code 13 · EIN 56-2263714 | Contract Administrator | $15,288 |
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 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 | $69,564 | $45,073+54.3% | $69,455+0.2% | $72,985-4.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 5.10% | 22.65%-17.5pp | 28.97%-23.9pp | 81.00%-75.9pp |
| Employer contribution / active EE | $3,632 | $2,054+76.8% | $2,779+30.7% | $2,440+48.9% |
| Participant deferral / active EE | $3,819 | $2,602+46.8% | $3,535+8.0% | $3,607+5.9% |
| Admin fee / account holder | $323 | $3,056-89.4% | $3,839-91.6% | $5,124-93.7% |