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 60 · EIN 04-2647786 | Sub-TA Fees | $31,545 |
Filed as: MITCHELL MCLEOD PUGH & WILLIAMS INC Service code 28 · EIN 20-3706574 | Investment Management | $15,618 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,828 | $88,083+55.3% | $164,813-17.0% | $74,495+83.7% |
| Participation rate | 65.0% | 73.0%-8.0pp | 78.6%-13.6pp | 67.2%-2.2pp |
| Annual return | 20.24% | 17.26%+3.0pp | 69.93%-49.7pp | 1364.94%-1344.7pp |
| Employer contribution / active EE | $651 | $2,593-74.9% | $4,341-85.0% | $2,623-75.2% |
| Participant deferral / active EE | $2,596 | $4,498-42.3% | $6,031-57.0% | $4,346-40.3% |
| Admin fee / account holder | $377 | $2,234-83.1% | $12,690-97.0% | $1,942-80.6% |