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 |
|---|---|---|
MINSTER BANK3 years Service code 27 95 W 4TH AVE · MINSTER, OH 45865 | Advisory (Plan) | $42,255 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN Service code 13 PO BOX 55757 · BOSTON, MA 02205 | Contract Administrator | $21,399 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $12,871 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,509 | $64,119+64.6% | $112,228-6.0% | $66,914+57.7% |
| Participation rate | 96.8% | 68.5%+28.4pp | 75.1%+21.8pp | 69.8%+27.0pp |
| Annual return | -14.89% | -13.81%-1.1pp | 27.45%-42.3pp | 1.58%-16.5pp |
| Employer contribution / active EE | $3,994 | $3,005+32.9% | $3,635+9.9% | $2,544+57.0% |
| Participant deferral / active EE | $6,768 | $3,693+83.3% | $4,728+43.1% | $4,237+59.7% |
| Admin fee / account holder | $514 | $625-17.9% | $6,410-92.0% | $593-13.4% |