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 |
|---|---|---|
Filed as: PRINCIPAL TRUST COMPANY Service code 15 711 HIGH STREET · DES MOINES, IA 50392 | Recordkeeping | $31,110 |
BLUE CHIP RETIREMENT PLANS, INC.6+ years Filed as: BLUE PRAIRIE GROUP Service code 16 140 SOUTH DEARBORN ST 300 · CHICAGO, IL 60603 | Consulting | $28,000 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $21,661 |
CW BREITSMAN ASSOCIATES LLC4 years Service code 13 401 LIBERTY AVENUE · PITTSBURGH, PA 152221222 | Contract Administrator | $14,832 |
YURCHYK & DAVIS CPA'S, INC.2 years Service code 10 · EIN 34-1638235 | Accounting | $14,450 |
MACALA & PIATT, LLC6+ years Service code 29 · EIN 34-1933033 | Legal | $5,163 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,494 | $78,275-86.6% | $109,143-90.4% | $86,799-87.9% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 22.08% | 19.14%+2.9pp | 25.75%-3.7pp | 97.91%-75.8pp |
| Employer contribution / active EE | $1,220 | $3,105-60.7% | $3,722-67.2% | $2,405-49.3% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $152 | $198-23.2% | $6,752-97.7% | $170-10.2% |