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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,384 |
ACUFF & ASSOCIATES, INC.2 years Filed as: ACUFF & ASSOCIATES Service code 49 | Other Services | $12,989 |
ACUFF & ASSOCIATES, INC.2 years Service code 49 · EIN 62-1477251 | Other Services | $0 |
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 | $120,583 | $52,953+127.7% | $172,739-30.2% | $65,185+85.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 20.50% | 30.12%-9.6pp | 802.84%-782.3pp | 29.38%-8.9pp |
| Employer contribution / active EE | $5,459 | $2,190+149.3% | $5,143+6.1% | $2,177+150.8% |
| Participant deferral / active EE | $3,028 | $2,471+22.6% | $5,198-41.7% | $3,514-13.8% |
| Admin fee / account holder | $108 | $472-77.1% | $13,954-99.2% | $847-87.3% |