See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MINSTER BANK1 year Service code 27 95 W 4TH AVE · MINSTER, OH 45865 | Advisory (Plan) | $29,935 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $9,783 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,118 |
GOLDLEAF PARTNERS2 years Service code 13 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $7,888 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $127 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,713 | $69,362+144.7% | $101,248+67.6% | $73,488+130.9% |
| Participation rate | 94.4% | 68.4%+26.1pp | 75.8%+18.6pp | 70.7%+23.8pp |
| Annual return | 16.34% | 18.46%-2.1pp | 46.47%-30.1pp | 28.51%-12.2pp |
| Employer contribution / active EE | $4,611 | $2,628+75.4% | $3,660+26.0% | $2,270+103.1% |
| Participant deferral / active EE | $6,612 | $3,300+100.4% | $4,370+51.3% | $3,740+76.8% |
| Admin fee / account holder | $468 | $704-33.4% | $5,945-92.1% | $513-8.7% |