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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.
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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 |
|---|---|---|
FINDLEY2 years Filed as: FINDLEY, INC. Service code 15 · EIN 34-1213174 | Recordkeeping | $15,950 |
COMSTOCK ADVISORS2 years Filed as: COMSTOCK Service code 34 · EIN 34-1823071 | Direct payment from the plan; Valuati... | $6,089 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,456 | $76,367+19.8% | $93,606-2.3% | $72,985+25.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | -2.55% | 25.82%-28.4pp | 32.76%-35.3pp | 81.00%-83.6pp |
| Employer contribution / active EE | $15,410 | $2,275+577.3% | $2,718+467.0% | $2,440+531.6% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,607-100.0% |
| Admin fee / account holder | $203 | $6,838-97.0% | $7,888-97.4% | $5,124-96.0% |