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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.
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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 |
|---|---|---|
CONKLIN - GILPIN - WERTZ1 year Filed as: CONKLIN GILPIN WERTZ Service code 10 · EIN 27-1439588 | Accounting | $12,000 |
CAPITAL ADVISORS INC6 years Service code 27 · EIN 73-1044294 | Advisory (Plan) | $11,893 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,428 | $65,435-52.0% | $86,677-63.7% | $66,914-53.0% |
| Participation rate | 68.6% | 75.5%-6.8pp | 76.6%-7.9pp | 69.8%-1.2pp |
| Annual return | -16.21% | -10.89%-5.3pp | 35.91%-52.1pp | 1.58%-17.8pp |
| Employer contribution / active EE | $818 | $2,153-62.0% | $2,836-71.2% | $2,544-67.9% |
| Participant deferral / active EE | $2,142 | $4,100-47.8% | $4,656-54.0% | $4,237-49.4% |
| Admin fee / account holder | $180 | $642-72.0% | $7,493-97.6% | $593-69.7% |