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 13 · EIN 42-0127290 | Contract Administrator | $47,065 |
RVK, INC.1 year Filed as: R.V. KUHNS & ASSOCIATES Service code 27 · EIN 93-0910652 | Advisory (Plan) | $34,955 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $295,565 | $109,413+170.1% | $156,263+89.1% | $84,808+248.5% |
| Participation rate | 94.5% | 72.7%+21.8pp | 78.9%+15.6pp | 68.3%+26.2pp |
| Annual return | 15.22% | 20.18%-5.0pp | 59.47%-44.2pp | 40.90%-25.7pp |
| Employer contribution / active EE | $8,989 | $2,907+209.2% | $4,333+107.5% | $2,631+241.7% |
| Participant deferral / active EE | $9,428 | $4,590+105.4% | $6,158+53.1% | $4,212+123.9% |
| Admin fee / account holder | $651 | $9,357-93.0% | $14,255-95.4% | $7,344-91.1% |