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 |
|---|---|---|
TRUE TYPE PRINTING CO, INC.2+ years Filed as: TRUE NORTH COMPANIES Service code 14 · EIN 42-1213015 P.O. BOX 1863 · CEDAR RAPIDS, IA 52406 | Plan Administrator | $15,458 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 566 W LAKE ST, SUITE 3W · CHICAGO, IL 60661 | Accounting | $8,500 |
MCCARTHY CALLAS & FEENEY PC2+ years Service code 29 · EIN 36-4184033 329 18TH STREET STE 100 · ROCK ISLAND, IL 61201 | Legal | $8,013 |
INVESTMENT CONSULTING GROUP2+ years Service code 27 · EIN 42-1358707 5117 JERSEY RIDGE ROAD · DAVENPORT, IA 52807 | Advisory (Plan) | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,088 | $89,274-14.8% | $149,718-49.2% | $77,958-2.4% |
| Participation rate | 99.3% | 87.6%+11.7pp | 87.1%+12.3pp | 71.6%+27.7pp |
| Annual return | 13.59% | 20.36%-6.8pp | 1501.63%-1488.0pp | 20.87%-7.3pp |
| Employer contribution / active EE | $4,458 | $3,727+19.6% | $5,445-18.1% | $2,310+92.9% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,569-100.0% | $3,537-100.0% |
| Admin fee / account holder | $46 | $240-80.9% | $11,283-99.6% | $97-52.9% |