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 | $36,460 |
ACUFF & ASSOCIATES, INC.7 years Filed as: ACUFF & ASSOCIATES Service code 49 | Other Services | $17,738 |
ACUFF & ASSOCIATES, INC.7 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 | $96,996 | $55,415+75.0% | $155,509-37.6% | $74,495+30.2% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 12.64% | 268.50%-255.9pp | 64.67%-52.0pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $6,817 | $2,267+200.7% | $4,672+45.9% | $2,623+159.9% |
| Participant deferral / active EE | $3,545 | $2,836+25.0% | $5,626-37.0% | $4,346-18.4% |
| Admin fee / account holder | $95 | $1,738-94.6% | $15,912-99.4% | $1,942-95.1% |