Filed September 16, 2016
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 |
|---|---|---|
Service code 15 PO BOX 777 · DES MOINES, IA 503030777 | Recordkeeping | $75,999 |
ARGENT TRUST COMPANY4 years Filed as: ARGENT Service code 24 · EIN 62-1437218 | Discretionary Trustee | $73,684 |
PLANTE & MORAN, PLLC1 year Service code 10 2001 CAMBRIDGE COURT · AUBURN HILLS, MI 48326 | Accounting | $22,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,440 | $95,388+124.8% | $125,339+71.1% | $77,904+175.3% |
| Participation rate | 97.2% | 78.6%+18.6pp | 82.4%+14.8pp | 73.7%+23.5pp |
| Annual return | 9.96% | 116.19%-106.2pp | 572.05%-562.1pp | 12.21%-2.2pp |
| Employer contribution / active EE | $1,056 | $3,666-71.2% | $4,814-78.1% | $2,848-62.9% |
| Participant deferral / active EE | $0 | $7,711-100.0% | $7,446-100.0% | $4,806-100.0% |
| Admin fee / account holder | $40 | $119-66.3% | $10,010-99.6% | $133-69.8% |