See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
COUNTRY TRUST BANK5+ years Service code 15 1705 TOWANDA AVE · BLOOMINGTON, IL 61701 | Recordkeeping | $1,177,737 |
DIAMOND HILL5+ years Filed as: DIAMOND HILL CAPITAL MANAGEMENT Service code 52 325 JOHN H. MCCONNELL BLVD · COLUMBUS, OH 43215 | Indirect Investment Fees | $0 |
DODGE & COX5+ years Service code 52 555 CALIFORNIA ST · SAN FRANCISCO, CA 94104 | Indirect Investment Fees | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH CO Service code 52 3805 EDWARDS RD · CINCINNATI, OH 45209 | Indirect Investment Fees | $0 |
HARRIS1 year Filed as: HARRIS ASSOCIATES LP Service code 52 111 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Indirect Investment Fees | $0 |
NEUBERGER BERMAN5+ years Filed as: NEUBERGER BERMAN MANAGEMENT LLC Service code 52 605 THIRD AVE · NEW YORK, NY 10158 | Indirect Investment Fees | $0 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST INVESTMENTS INC Service code 52 50 S LASALLE ST · CHICAGO, IL 60603 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE ASSOCIATES INC Service code 52 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP INC Service code 52 PO BOX 2900 · VALLEY FORGE, PA 19482 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,582 | $72,066+67.3% | $81,930+47.2% | $90,288+33.6% |
| Participation rate | 86.7% | 78.9%+7.8pp | 72.0%+14.7pp | 73.4%+13.4pp |
| Annual return | 12.36% | 15.92%-3.6pp | 29.49%-17.1pp | 53.97%-41.6pp |
| Employer contribution / active EE | $6,614 | $2,335+183.2% | $4,310+53.4% | $2,524+162.0% |
| Participant deferral / active EE | $2,285 | $3,557-35.8% | $7,107-67.8% | $4,232-46.0% |
| Admin fee / account holder | $269 | $92+190.8% | $5,158-94.8% | $114+135.8% |