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 LLC5 years Service code 14 · EIN 42-1213015 P.O. BOX 1863 · CEDAR RAPIDS, IA 52406 | Plan Administrator | $36,065 |
CALIBRE CPA GROUP PLLC9 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 W MONROE ST STE 310 · CHICAGO, IL 60606 | Accounting | $10,750 |
MCCARTHY CALLAS & FEENEY PC10+ years Service code 29 · EIN 36-4184033 329 18TH STREET STE 100 · ROCK ISLAND, IL 61201 | Legal | $7,444 |
INVESTMENT CONSULTING GROUP10+ years Service code 27 · EIN 42-1358707 5117 JERSEY RIDGE ROAD · DAVENPORT, IA 52807 | Advisory (Plan) | $5,500 |
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 | $124,581 | $103,641+20.2% | $107,525+15.9% | $102,872+21.1% |
| Participation rate | 98.7% | 79.4%+19.3pp | 75.1%+23.6pp | 73.0%+25.7pp |
| Annual return | 5.40% | 13.08%-7.7pp | 181.32%-175.9pp | 19.06%-13.7pp |
| Employer contribution / active EE | $7,708 | $5,096+51.3% | $3,754+105.4% | $3,526+118.6% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $63 | $276-77.1% | $8,919-99.3% | $292-78.4% |