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 MANAGEMENT3 years Service code 26 · EIN 42-1582751 1007 SLATER RD, SUITE 200 · DURHAM, NC 27703 | Advisory (Participants) | $15,000 |
Filed as: MVP PLAN ADMINISTRATORS, INC Service code 13 · EIN 56-2263714 | Contract Administrator | $12,800 |
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 | $69,705 | $49,227+41.6% | $70,449-1.1% | $79,858-12.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 2.68% | 30.06%-27.4pp | 109.03%-106.3pp | 31.71%-29.0pp |
| Employer contribution / active EE | $3,837 | $2,099+82.8% | $2,737+40.2% | $2,471+55.3% |
| Participant deferral / active EE | $3,738 | $2,768+35.0% | $3,709+0.8% | $3,740-0.1% |
| Admin fee / account holder | $221 | $2,878-92.3% | $3,845-94.3% | $5,306-95.8% |