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 |
|---|---|---|
MCCARTHY CALLAS & FEENEY PC1+ years Service code 29 · EIN 36-4184033 329 18TH STREET STE 100 · ROCK ISLAND, IL 61201 | Legal | $9,281 |
TRUE TYPE PRINTING CO, INC.1+ years Filed as: TRUE NORTH COMPANIES Service code 14 · EIN 42-1213015 P.O. BOX 1863 · CEDAR RAPIDS, IA 52406 | Plan Administrator | $6,804 |
INVESTMENT CONSULTING GROUP1+ years Service code 27 · EIN 42-1358707 5117 JERSEY RIDGE ROAD · DAVENPORT, IA 52807 | Advisory (Plan) | $5,000 |
Annual investment return 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 | $65,403 | $80,354-18.6% | $133,980-51.2% | $63,975+2.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | -3.90% | 13.11%-17.0pp | 29.30%-33.2pp | 48.65%-52.5pp |
| Employer contribution / active EE | $4,249 | $3,503+21.3% | $5,211-18.5% | $2,182+94.8% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $40 | $69-43.0% | $9,324-99.6% | $70-43.9% |