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 |
|---|---|---|
DANIEL H. COOK ASSOCIATES, INC4+ years Filed as: J. DANIEL HANSEN Service code 25 1436 SCOTT · WINNETKA, IL 60093 | Directed Trustee | $22,064 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,512 |
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 | $158,763 | $72,404+119.3% | $110,238+44.0% | $64,186+147.4% |
| Participation rate | 96.8% | 73.3%+23.5pp | 79.8%+17.0pp | 69.6%+27.3pp |
| Annual return | -4.46% | -6.29%+1.8pp | 314.74%-319.2pp | 7.63%-12.1pp |
| Employer contribution / active EE | $4,163 | $2,282+82.5% | $3,826+8.8% | $2,381+74.9% |
| Participant deferral / active EE | $8,648 | $3,469+149.3% | $4,672+85.1% | $3,470+149.2% |
| Admin fee / account holder | $151 | $5,664-97.3% | $8,547-98.2% | $4,888-96.9% |