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 |
|---|---|---|
COUNTRY TRUST BANK6+ years Service code 15 1705 TOWANDA AVE · BLOOMINGTON, IL 61701 | Recordkeeping | $7,632 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MGMT COMPANY Service code 52 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Indirect Investment Fees | $0 |
COHEN & STEERS1 year Filed as: COHEN & STEERS CAPITAL MGMT INC Service code 52 280 PARK AVENUE · NEW YORK, NY 10017 | Indirect Investment Fees | $0 |
DODGE & COX2 years Filed as: DODGE AND COX Service code 52 555 CALIFORNIA ST · SAN FRANCISCO, CA 94104 | Indirect Investment Fees | $0 |
Filed as: FIDELITY MANAGEMENT AND RESEARCH CO Service code 52 3805 EDWARDS RD · CINCINNATI, OH 45209 | Indirect Investment Fees | $0 |
Service code 52 345 PARK AVENUE · NEW YORK, NY 10017 | Indirect Investment Fees | $0 |
NEUBERGER BERMAN3 years Filed as: NEUBERGER BERMAN MANAGEMENT LLC Service code 52 605 THIRD AVE · NEW YORK, NY 10158 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE ASSOCIATES INC Service code 52 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Indirect Investment Fees | $0 |
DAVIS3 years Filed as: THE DAVIS FUNDS Service code 52 PO BOX 219197 · KANSAS CITY, MO 64121 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP INC Service code 52 PO BOX 2900 · VALLEY FORGE, PA 19482 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,099 | $104,317-87.4% | $159,436-91.8% | $86,799-84.9% |
| Participation rate | 11.4% | 77.7%-66.3pp | 82.8%-71.4pp | 72.3%-60.8pp |
| Annual return | 23.30% | 26.32%-3.0pp | 263.57%-240.3pp | 97.91%-74.6pp |
| Employer contribution / active EE | $93 | $3,451-97.3% | $4,829-98.1% | $2,405-96.1% |
| Participant deferral / active EE | $349 | $6,837-94.9% | $7,352-95.3% | $4,131-91.6% |
| Admin fee / account holder | $173 | $172+0.4% | $10,799-98.4% | $170+1.9% |