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 |
|---|---|---|
Service code 99 · EIN 04-2675571 | Other Fees | $23,256 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 49 10319 DAWSONS CREEK BLVD., SUITE A · FORT WAYNE, IN 46825 | Other Services | $5,710 |
DAHMS & YARIAN INC1 year Filed as: DAHMS AND YARIAN Service code 99 · EIN 11-1000111 | Other Fees | $5,257 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,621 | $71,516+16.9% | $98,439-15.1% | $71,457+17.0% |
| Participation rate | 96.2% | 72.7%+23.5pp | 75.2%+21.1pp | 67.9%+28.3pp |
| Annual return | 17.78% | 32.41%-14.6pp | 21.16%-3.4pp | 28.85%-11.1pp |
| Employer contribution / active EE | $438 | $2,399-81.7% | $3,048-85.6% | $2,588-83.1% |
| Participant deferral / active EE | $2,837 | $4,109-31.0% | $4,738-40.1% | $4,289-33.9% |
| Admin fee / account holder | $60 | $1,675-96.4% | $8,948-99.3% | $1,587-96.2% |