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 |
|---|---|---|
OLSEN THIELEN & CO., LTD.6 years Filed as: OLSON THIELEN & CO., LTD. Service code 10 · EIN 41-1360831 | Accounting | $13,800 |
BANKVALUE ADVISORY SERVICES11+ years Service code 34 1650 W 82ND ST · BLOOMINGTON, MN 55431 | Valuation (appraisals, etc.) | $5,600 |
HOFMEISTER INSURANCE3 years Service code 23 PO BOX 428 · HILLSBORO, WI 54634 | Insurance services | $5,000 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS Service code 26 · EIN 41-1416330 | Advisory (Participants) | $0 |
STANCORP FINANCIAL GROUP2 years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $0 |
WIPFLI LLP6 years Service code 13 · EIN 39-0758449 | Contract Administrator | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,177 | $132,049-33.2% | $200,582-56.0% | $74,304+18.7% |
| Participation rate | 98.1% | 84.1%+14.0pp | 86.9%+11.2pp | 60.3%+37.7pp |
| Annual return | 15.39% | 22.22%-6.8pp | 42.33%-26.9pp | 29.43%-14.0pp |
| Employer contribution / active EE | $2,917 | $4,558-36.0% | $6,419-54.6% | $2,241+30.2% |
| Participant deferral / active EE | $3,272 | $7,213-54.6% | $9,331-64.9% | $3,767-13.1% |
| Admin fee / account holder | $390 | $2,405-83.8% | $16,305-97.6% | $2,969-86.8% |