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 1801 MARKET STREET, SUITE 1000 · PHILADELPHA, PA 19103 | Contract Administrator | $216,933 |
CUTLER INVESTMENT COUNSEL, LLC6+ years Filed as: CUTLER INVESTMENT GROUP Service code 28 525 BIGHAM KNOLL · JACKSONVILLE, OR 97530 | Investment Management | $39,284 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $63,112 | $91,517-31.0% | $101,248-37.7% | $73,409-14.0% |
| Participation rate | 90.3% | 73.8%+16.5pp | 75.8%+14.5pp | 72.2%+18.1pp |
| Annual return | 10.98% | 17.17%-6.2pp | 46.47%-35.5pp | 59.29%-48.3pp |
| Employer contribution / active EE | $4,114 | $2,877+43.0% | $3,660+12.4% | $2,234+84.2% |
| Participant deferral / active EE | $3,236 | $3,338-3.1% | $4,370-26.0% | $3,805-15.0% |
| Admin fee / account holder | $366 | $216+69.3% | $5,945-93.9% | $158+131.5% |