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 9-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 |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $24,140 |
WIPFLI LLP2 years Filed as: WIPFLI Service code 10 1590 DUTCH RD · DIXON, IL 61021 | Accounting | $9,150 |
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 | $43,424 | $84,936-48.9% | $111,297-61.0% | $79,386-45.3% |
| Participation rate | 79.9% | 75.9%+4.1pp | 77.3%+2.6pp | 70.7%+9.2pp |
| Annual return | 12.20% | 17.45%-5.3pp | 54.65%-42.5pp | 116.85%-104.7pp |
| Employer contribution / active EE | $837 | $1,979-57.7% | $2,731-69.4% | $2,427-65.5% |
| Participant deferral / active EE | $2,963 | $3,888-23.8% | $4,487-34.0% | $4,046-26.8% |
| Admin fee / account holder | $146 | $537-72.8% | $7,964-98.2% | $626-76.7% |