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 | $27,962 |
ACUFF & ASSOCIATES, INC.3 years Filed as: ACUFF & ASSOCIATES Service code 49 | Other Services | $13,573 |
ACUFF & ASSOCIATES, INC.3 years Service code 49 · EIN 62-1477251 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,737 | $58,879+125.4% | $178,490-25.6% | $73,488+80.6% |
| Participation rate | 99.5% | 66.2%+33.3pp | 81.9%+17.6pp | 70.7%+28.8pp |
| Annual return | 13.80% | 24.86%-11.1pp | 151.07%-137.3pp | 28.51%-14.7pp |
| Employer contribution / active EE | $6,392 | $2,236+185.9% | $5,011+27.6% | $2,270+181.6% |
| Participant deferral / active EE | $3,471 | $2,567+35.2% | $5,202-33.3% | $3,740-7.2% |
| Admin fee / account holder | $109 | $400-72.9% | $13,984-99.2% | $513-78.8% |