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 | $11,400 |
AMERICAN FUNDS6+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 25 · EIN 95-1411037 6455 IRVINE CENTER DRIVE · IRVINE, CO 92618 | Directed Trustee | $387 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $93,757 | $58,879+59.2% | $178,490-47.5% | $73,488+27.6% |
| Participation rate | 50.3% | 66.2%-15.9pp | 81.9%-31.6pp | 70.7%-20.3pp |
| Annual return | 14.59% | 24.86%-10.3pp | 151.07%-136.5pp | 28.51%-13.9pp |
| Employer contribution / active EE | $804 | $2,236-64.0% | $5,011-84.0% | $2,270-64.6% |
| Participant deferral / active EE | $2,721 | $2,567+6.0% | $5,202-47.7% | $3,740-27.2% |
| Admin fee / account holder | $91 | $400-77.2% | $13,984-99.3% | $513-82.2% |