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 |
|---|---|---|
RICHARD J. WOLF & COMPANY2 years Filed as: RICHARD P. SLAUGHTER ASSOCIATES INC Service code 26 13809 RESEARCH BLVD · AUSTIN, TX 78750 | Advisory (Participants) | $21,811 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $17,346 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,466 | $102,553-38.1% | $151,611-58.1% | $66,914-5.2% |
| Participation rate | 91.6% | 85.5%+6.1pp | 87.5%+4.1pp | 69.8%+21.8pp |
| Annual return | -17.29% | -10.82%-6.5pp | 3.33%-20.6pp | 1.58%-18.9pp |
| Employer contribution / active EE | $2,191 | $4,180-47.6% | $6,166-64.5% | $2,544-13.9% |
| Participant deferral / active EE | $5,975 | $6,641-10.0% | $8,363-28.6% | $4,237+41.0% |
| Admin fee / account holder | $268 | $630-57.4% | $11,616-97.7% | $593-54.8% |