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 7-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 |
|---|---|---|
MENKE & ASSOCIATES, INC.4 years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $19,907 |
VISION ESOP VALUATION1 year Service code 34 · EIN 82-5516548 | Valuation (appraisals, etc.) | $17,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,542 | $82,978+23.6% | $129,995-21.1% | $71,457+43.5% |
| Participation rate | 99.6% | 74.1%+25.5pp | 78.5%+21.1pp | 67.9%+31.7pp |
| Annual return | 44.96% | 20.60%+24.4pp | -137.18%+182.1pp | 28.85%+16.1pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,320-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $0 | $4,432-100.0% | $5,820-100.0% | $4,289-100.0% |
| Admin fee / account holder | $115 | $1,729-93.3% | $10,614-98.9% | $1,587-92.7% |