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 9-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 |
|---|---|---|
SIKICH LLP6 years Filed as: SIKICH CAPITAL MANAGEMENT Service code 17 · EIN 20-8014560 | Pension Consulting | $47,067 |
MINNESOTA LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $39,930 |
WITHUMSMITH+BROWN, PC6 years Filed as: RUBIN BROWN Service code 10 · EIN 43-0765316 | Accounting | $14,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,319 | $56,503-46.3% | $70,092-56.7% | $64,808-53.2% |
| Participation rate | 93.0% | 70.5%+22.5pp | 70.5%+22.5pp | 71.5%+21.5pp |
| Annual return | -14.35% | -13.44%-0.9pp | 190.73%-205.1pp | 32.82%-47.2pp |
| Employer contribution / active EE | $1,592 | $2,046-22.2% | $2,559-37.8% | $2,506-36.5% |
| Participant deferral / active EE | $2,955 | $3,389-12.8% | $3,849-23.2% | $4,310-31.4% |
| Admin fee / account holder | $110 | $160-31.7% | $6,267-98.3% | $188-41.7% |