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 9-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 |
|---|---|---|
BARTON WALTER & KRIER PC2 years Service code 10 6401 SYCAMORE CRT N STE 125 · MAPLE GROVE, MN 55369 | Accounting | $13,800 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,311 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 49 · EIN 26-4310632 | Other Services | $3 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,547 | $65,365-31.8% | $92,893-52.0% | $72,985-39.0% |
| Participation rate | 83.3% | 68.3%+15.0pp | 76.0%+7.3pp | 69.5%+13.8pp |
| Annual return | 18.22% | 42.10%-23.9pp | 109.41%-91.2pp | 81.00%-62.8pp |
| Employer contribution / active EE | $479 | $2,594-81.6% | $3,653-86.9% | $2,440-80.4% |
| Participant deferral / active EE | $3,592 | $3,128+14.8% | $4,236-15.2% | $3,607-0.4% |
| Admin fee / account holder | $157 | $4,251-96.3% | $5,794-97.3% | $5,124-96.9% |