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 | $84,556+15.9% | $116,228-15.7% | $74,304+31.9% |
| Participation rate | 75.6% | 66.0%+9.6pp | 74.6%+1.0pp | 60.3%+15.2pp |
| Annual return | 6.48% | 18.35%-11.9pp | 90.06%-83.6pp | 29.43%-22.9pp |
| Employer contribution / active EE | $3,182 | $2,168+46.8% | $2,994+6.2% | $2,241+42.0% |
| Participant deferral / active EE | $1,707 | $3,814-55.3% | $4,953-65.5% | $3,767-54.7% |
| Admin fee / account holder | $449 | $3,792-88.2% | $11,989-96.3% | $2,969-84.9% |