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 |
|---|---|---|
RUTTER WILLIAM RPROF1 year Service code 55 226 SANDRINGHAM CT · KNOXVILLE, TN 37934 | Other Commissions | $21,525 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $19,178 |
PUGH & COMPANY, PC5 years Filed as: PUGH CPAS Service code 99 · EIN 62-1142155 | Other Fees | $13,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,572 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,158 | $71,142-30.9% | $119,609-58.9% | $64,808-24.1% |
| Participation rate | 68.5% | 78.6%-10.1pp | 79.3%-10.8pp | 71.5%-3.0pp |
| Annual return | -10.68% | -10.01%-0.7pp | -14.97%+4.3pp | 32.82%-43.5pp |
| Employer contribution / active EE | $1,962 | $2,497-21.5% | $4,232-53.6% | $2,506-21.7% |
| Participant deferral / active EE | $3,334 | $4,490-25.7% | $5,602-40.5% | $4,310-22.7% |
| Admin fee / account holder | $56 | $162-65.6% | $10,323-99.5% | $188-70.3% |