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 16-1450952 | Recordkeeping | $21,829 |
RICHARD J. WOLF & COMPANY4 years Filed as: RICHARD P. SLAUGHTER ASSOCIATES INC Service code 26 13809 RESEARCH BLVD · AUSTIN, TX 78750 | Advisory (Participants) | $21,800 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,898 | $122,239-30.5% | $184,203-53.9% | $74,495+14.0% |
| Participation rate | 93.7% | 85.5%+8.2pp | 86.8%+6.9pp | 67.2%+26.5pp |
| Annual return | 18.82% | 19.95%-1.1pp | 28.81%-10.0pp | 1364.94%-1346.1pp |
| Employer contribution / active EE | $3,079 | $4,537-32.2% | $6,427-52.1% | $2,623+17.4% |
| Participant deferral / active EE | $7,349 | $7,139+2.9% | $9,131-19.5% | $4,346+69.1% |
| Admin fee / account holder | $248 | $1,260-80.3% | $13,901-98.2% | $1,942-87.2% |