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 |
|---|---|---|
COUNTRY TRUST BANK7+ years Service code 15 1705 TOWANDA AVE · BLOOMINGTON, IL 61701 | Recordkeeping | $31,583 |
DODGE & COX7+ years Service code 52 555 CALIFORNIA ST · SAN FRANCISCO, CA 94104 | Indirect Investment Fees | $0 |
FEDERATED3 years Filed as: FEDERATED INVESTORS INC Service code 52 1001 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Indirect Investment Fees | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH CO Service code 52 3805 EDWARDS RD · CINCINNATI, OH 45209 | Indirect Investment Fees | $0 |
Service code 52 345 PARK AVENUE · NEW YORK, NY 10017 | Indirect Investment Fees | $0 |
NEUBERGER BERMAN7+ years Filed as: NEUBERGER BERMAN MANAGEMENT LLC Service code 52 605 THIRD AVE · NEW YORK, NY 10158 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP INC Service code 52 PO BOX 2900 · VALLEY FORGE, PA 19482 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,690 | $61,156+35.2% | $185,823-55.5% | $79,386+4.2% |
| Participation rate | 68.8% | 66.6%+2.1pp | 81.7%-13.0pp | 70.7%-2.0pp |
| Annual return | 18.92% | 19.45%-0.5pp | 122.05%-103.1pp | 116.85%-97.9pp |
| Employer contribution / active EE | $1,702 | $2,321-26.7% | $5,167-67.1% | $2,427-29.9% |
| Participant deferral / active EE | $3,028 | $2,789+8.6% | $5,568-45.6% | $4,046-25.2% |
| Admin fee / account holder | $268 | $710-62.3% | $16,237-98.4% | $626-57.3% |