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 |
|---|---|---|
DONALDSON CAPITAL MANAGEMENT7 years Service code 27 20 NW 1ST ST · EVANSVILLE, IN 47708 | Advisory (Plan) | $42,965 |
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $20,689 |
Filed as: DULIN WARD DEWALD INC Service code 10 9921 DUPONT CIR DR W · FORT WAYNE, IN 46825 | Accounting | $7,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,021 | $80,705+21.5% | $115,768-15.3% | $67,986+44.2% |
| Participation rate | 75.6% | 63.0%+12.6pp | 74.4%+1.2pp | 57.2%+18.4pp |
| Annual return | 6.48% | 18.49%-12.0pp | 100.46%-94.0pp | 31.67%-25.2pp |
| Employer contribution / active EE | $3,182 | $2,046+55.5% | $2,940+8.2% | $2,019+57.6% |
| Participant deferral / active EE | $1,707 | $3,559-52.0% | $4,917-65.3% | $3,358-49.2% |
| Admin fee / account holder | $449 | $4,135-89.1% | $12,439-96.4% | $3,203-86.0% |