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 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $45,966 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 13-2638166 200 VESEY STREET · NY, NY 10281 | Advisory (Plan) | $21,804 |
Service code 13 | Contract Administrator | $4,654 |
Filed as: BLUE BENEFITS CONSULTING, INC Service code 13 · EIN 35-1907899 12800 N MERIDIAN ST · CARMEL, IN 46032 | Contract Administrator | $4,100 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,717 | $88,083-29.9% | $164,813-62.6% | $74,495-17.2% |
| Participation rate | 80.8% | 73.0%+7.7pp | 78.6%+2.1pp | 67.2%+13.6pp |
| Annual return | 13.29% | 17.26%-4.0pp | 69.93%-56.6pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $1,781 | $2,593-31.3% | $4,341-59.0% | $2,623-32.1% |
| Participant deferral / active EE | $3,197 | $4,498-28.9% | $6,031-47.0% | $4,346-26.4% |
| Admin fee / account holder | $223 | $2,234-90.0% | $12,690-98.2% | $1,942-88.5% |