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 & COMPANY3 years Filed as: RICHARD P. SLAUGHTER ASSOCIATES INC Service code 26 13809 RESEARCH BLVD · AUSTIN, TX 78750 | Advisory (Participants) | $21,800 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $19,363 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,640 | $130,194-41.1% | $169,993-54.9% | $71,457+7.3% |
| Participation rate | 91.9% | 86.1%+5.7pp | 87.0%+4.9pp | 67.9%+24.0pp |
| Annual return | 21.21% | 20.37%+0.8pp | 53.37%-32.2pp | 28.85%-7.6pp |
| Employer contribution / active EE | $2,156 | $4,381-50.8% | $6,785-68.2% | $2,588-16.7% |
| Participant deferral / active EE | $5,891 | $6,923-14.9% | $10,408-43.4% | $4,289+37.4% |
| Admin fee / account holder | $257 | $966-73.4% | $12,815-98.0% | $1,587-83.8% |