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, LLC9+ years Filed as: CUTLER INVESTMENT GROUP Service code 27 525 BIGHAM KNOLL · JACKSONVILLE, OR 97530 | Advisory (Plan) | $102,961 |
Filed as: PROFESSION CAPITAL SERVICES, LLC Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $92,086 |
PENTEGRA SERVICES, INC.1 year Service code 13 5350 77 CENTER DR · CHARLOTTE, NC 97530 | Contract Administrator | $34,332 |
Filed as: EMPOWER ANNUITY INSURANCE OF AMERIC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,670 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $92,971-100.0% | $96,683-100.0% | $74,419-100.0% |
| Participation rate | 0.0% | 71.5%-71.5pp | 74.3%-74.3pp | 70.7%-70.7pp |
| Annual return | 14.74% | 37.49%-22.7pp | 35.69%-21.0pp | 34.38%-19.6pp |
| Employer contribution / active EE | $5,181 | $3,426+51.2% | $3,737+38.6% | $2,637+96.4% |
| Participant deferral / active EE | $4,680 | $3,970+17.9% | $4,878-4.1% | $4,528+3.4% |
| Admin fee / account holder | $0 | $633-100.0% | $6,730-100.0% | $348-100.0% |