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 |
|---|---|---|
DUFEK & COMPANY LLC2 years Filed as: DUFEK & COMPANY, LLC Service code 10 · EIN 27-1515696 200 S, EXECUTIVE DRIVE, SUITE 101 · BROOKFIELD, WI 53045 | Accounting | $10,486 |
BLUE CHIP RETIREMENT PLANS, INC.7+ years Service code 13 6737 W. WASHINGTON, SUITE 1105 · MILWAUKEE, WI 53214 | Contract Administrator | $4,790 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $449 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,169 | $95,416-41.1% | $185,823-69.8% | $85,850-34.6% |
| Participation rate | 70.1% | 68.8%+1.4pp | 81.7%-11.6pp | 69.3%+0.8pp |
| Annual return | 14.00% | 23.59%-9.6pp | 122.05%-108.0pp | 318.53%-304.5pp |
| Employer contribution / active EE | $889 | $3,314-73.2% | $5,167-82.8% | $2,565-65.3% |
| Participant deferral / active EE | $1,747 | $3,423-49.0% | $5,568-68.6% | $3,952-55.8% |
| Admin fee / account holder | $148 | $7,213-97.9% | $16,237-99.1% | $6,260-97.6% |