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 |
|---|---|---|
SIKICH LLP7+ years Service code 10 3201 W. WHITE OAKS DR, SUITE 102 · SPRINGFIELD, IL 62704 | Accounting | $5,750 |
AMERICAN FUNDS5 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 21 12711 N. MERIDIAN STREET · CARMEL, IN 46036 | Bank Trustee | $1,225 |
Participant contribution per participant 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 | $22,141 | $61,156-63.8% | $185,823-88.1% | $79,386-72.1% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 13.57% | 19.45%-5.9pp | 122.05%-108.5pp | 116.85%-103.3pp |
| Employer contribution / active EE | $2,495 | $2,321+7.5% | $5,167-51.7% | $2,427+2.8% |
| Participant deferral / active EE | $861 | $2,789-69.1% | $5,568-84.5% | $4,046-78.7% |
| Admin fee / account holder | $126 | $710-82.2% | $16,237-99.2% | $626-79.9% |