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 15 · EIN 13-3689044 | Recordkeeping | $43,911 |
Filed as: ALL VALLEY ADMINISTRATORS, INC. Service code 15 · EIN 77-0536417 | Recordkeeping | $5,341 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,732 | $54,590+150.5% | $81,930+66.9% | $73,488+86.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 72.0%+28.0pp | 70.7%+29.3pp |
| Annual return | 15.76% | 17.74%-2.0pp | 29.49%-13.7pp | 28.51%-12.8pp |
| Employer contribution / active EE | $745 | $1,636-54.4% | $4,310-82.7% | $2,270-67.2% |
| Participant deferral / active EE | $5,535 | $2,759+100.6% | $7,107-22.1% | $3,740+48.0% |
| Admin fee / account holder | $66 | $592-88.9% | $5,158-98.7% | $513-87.2% |