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 |
|---|---|---|
Filed as: MARTIN, ,MARTIN, RANDALL & ASSOCIAT Service code 13 · EIN 64-0765749 | Contract Administrator | $14,806 |
Filed as: MAGNOLIA CAPITAL ADVISORS, LLC Service code 27 | Advisory (Plan) | $10,452 |
GRINER DRILLING SERVICE, INC.5+ years Service code 99 · EIN 64-0437950 | Other Fees | $3,729 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 64 | Recordkeeping Fees | $1,213 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,698 | $65,365-5.6% | $92,893-33.6% | $72,985-15.5% |
| Participation rate | 83.3% | 68.3%+15.0pp | 76.0%+7.3pp | 69.5%+13.8pp |
| Annual return | 17.08% | 42.10%-25.0pp | 109.41%-92.3pp | 81.00%-63.9pp |
| Employer contribution / active EE | $786 | $2,594-69.7% | $3,653-78.5% | $2,440-67.8% |
| Participant deferral / active EE | $3,143 | $3,128+0.5% | $4,236-25.8% | $3,607-12.9% |
| Admin fee / account holder | $56 | $4,251-98.7% | $5,794-99.0% | $5,124-98.9% |