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 | $32,928 |
ACUFF & ASSOCIATES, INC.5 years Filed as: ACUFF & ASSOCIATES Service code 49 | Other Services | $16,534 |
ACUFF & ASSOCIATES, INC.5 years Service code 49 · EIN 62-1477251 | Other Services | $0 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,833 | $65,061+84.2% | $143,757-16.6% | $66,914+79.1% |
| Participation rate | 99.5% | 65.2%+34.3pp | 80.3%+19.2pp | 69.8%+29.7pp |
| Annual return | -14.85% | -11.14%-3.7pp | -0.04%-14.8pp | 1.58%-16.4pp |
| Employer contribution / active EE | $7,930 | $2,361+235.9% | $4,951+60.2% | $2,544+211.7% |
| Participant deferral / active EE | $3,852 | $2,919+32.0% | $5,637-31.7% | $4,237-9.1% |
| Admin fee / account holder | $120 | $502-76.1% | $14,673-99.2% | $593-79.7% |