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.3+ years Filed as: TRUE NORTH COMPANIES Service code 14 · EIN 42-1213015 P.O. BOX 1863 · CEDAR RAPIDS, IA 52406 | Plan Administrator | $15,943 |
CALIBRE CPA GROUP PLLC2 years 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 PC3+ years Service code 29 · EIN 36-4184033 329 18TH STREET STE 100 · ROCK ISLAND, IL 61201 | Legal | $7,345 |
INVESTMENT CONSULTING GROUP3+ 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 | $80,374 | $82,546-2.6% | $140,016-42.6% | $75,289+6.8% |
| Participation rate | 99.2% | 88.4%+10.8pp | 87.5%+11.7pp | 72.4%+26.8pp |
| Annual return | 7.16% | -0.36%+7.5pp | 651.12%-644.0pp | -0.04%+7.2pp |
| Employer contribution / active EE | $4,639 | $3,856+20.3% | $5,606-17.3% | $2,405+92.9% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $45 | $86-48.0% | $10,705-99.6% | $102-56.4% |