See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MIDWEST PENSION & PROFIT SHARING SV Service code 13 · EIN 41-1447816 | Contract Administrator | $9,832 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $516 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 49 · EIN 26-4310632 | Other Services | $14 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $94,058 | $55,453+69.6% | $170,442-44.8% | $62,292+51.0% |
| Participation rate | 41.9% | 66.4%-24.5pp | 83.6%-41.7pp | 69.5%-27.6pp |
| Annual return | 15.09% | 21.38%-6.3pp | 205.93%-190.8pp | 28.90%-13.8pp |
| Employer contribution / active EE | $612 | $2,164-71.7% | $5,433-88.7% | $2,042-70.0% |
| Participant deferral / active EE | $2,331 | $2,303+1.2% | $4,939-52.8% | $3,169-26.4% |
| Admin fee / account holder | $132 | $455-70.9% | $13,880-99.0% | $479-72.4% |