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 |
|---|---|---|
CUTLER INVESTMENT COUNSEL, LLC4+ years Filed as: CUTLER INVESTMENT GROUP Service code 28 525 BIGHAM KNOLL · JACKSONVILLE, OR 97530 | Investment Management | $98,653 |
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $80,975 |
ADVISORTRUST1 year Service code 21 · EIN 46-4091337 | Bank Trustee | $18,054 |
MARK ANDERSON, CPA4+ years Service code 10 3509 COFFEE ROAD · MODESTO, CA 95355 | Accounting | $11,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,887 | $56,443-20.5% | $83,848-46.5% | $55,725-19.4% |
| Participation rate | 91.9% | 72.0%+19.8pp | 76.1%+15.7pp | 70.9%+21.0pp |
| Annual return | -6.08% | 393.67%-399.7pp | 850.88%-857.0pp | 244.93%-251.0pp |
| Employer contribution / active EE | $3,686 | $2,682+37.5% | $3,631+1.5% | $2,078+77.4% |
| Participant deferral / active EE | $2,773 | $2,965-6.5% | $4,082-32.1% | $3,356-17.4% |
| Admin fee / account holder | $301 | $156+93.0% | $5,478-94.5% | $115+161.7% |