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, LLC10+ years Filed as: CUTLER INVESTMENT GROUP Service code 27 525 BIGHAM KNOLL · JACKSONVILLE, OR 97530 | Advisory (Plan) | $41,417 |
Filed as: EMPOWER ANNUITY INSURANCE OF AMERIC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,146 |
PENTEGRA SERVICES, INC.2 years Service code 13 5350 77 CENTER DR · CHARLOTTE, NC 97530 | Contract Administrator | $8,455 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,263 | $82,917-2.0% | $103,333-21.4% | $77,643+4.7% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 9.26% | 19.13%-9.9pp | 24.88%-15.6pp | 31.24%-22.0pp |
| Employer contribution / active EE | $5,598 | $3,552+57.6% | $3,868+44.7% | $2,726+105.4% |
| Participant deferral / active EE | $5,086 | $4,108+23.8% | $5,057+0.6% | $4,647+9.4% |
| Admin fee / account holder | $271 | $638-57.5% | $8,355-96.8% | $430-36.9% |