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 |
|---|---|---|
RJ LEE LLC4 years Service code 14 · EIN 42-1213015 P.O. BOX 1863 · CEDAR RAPIDS, IA 52406 | Plan Administrator | $32,968 |
CALIBRE CPA GROUP PLLC8 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 W MONROE ST STE 310 · CHICAGO, IL 60606 | Accounting | $10,000 |
MCCARTHY CALLAS & FEENEY PC9+ years Service code 29 · EIN 36-4184033 329 18TH STREET STE 100 · ROCK ISLAND, IL 61201 | Legal | $7,656 |
INVESTMENT CONSULTING GROUP9+ years Service code 27 · EIN 42-1358707 5117 JERSEY RIDGE ROAD · DAVENPORT, IA 52807 | Advisory (Plan) | $5,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,253 | $241,101-49.3% | $103,333+18.3% | $199,593-38.7% |
| Participation rate | 99.2% | 78.3%+20.9pp | 74.5%+24.7pp | 72.0%+27.2pp |
| Annual return | 16.87% | 17.80%-0.9pp | 24.88%-8.0pp | 34.25%-17.4pp |
| Employer contribution / active EE | $7,899 | $4,244+86.1% | $3,868+104.2% | $3,034+160.3% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $70 | $288-75.6% | $8,355-99.2% | $269-73.9% |