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 |
|---|---|---|
Filed as: MIDWEST PENSION & PROFIT SHARING SV Service code 13 · EIN 41-1447816 121 S 8TH ST STE 630 · MINNEAPOLIS, MN 55402 | Contract Administrator | $11,481 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RECORD PLAN SERVICES Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CO 92618 | Recordkeeping Fees | $263 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,055 | $65,061+24.6% | $143,757-43.6% | $66,914+21.1% |
| Participation rate | 46.4% | 65.2%-18.8pp | 80.3%-33.9pp | 69.8%-23.4pp |
| Annual return | -14.85% | -11.14%-3.7pp | -0.04%-14.8pp | 1.58%-16.4pp |
| Employer contribution / active EE | $942 | $2,361-60.1% | $4,951-81.0% | $2,544-63.0% |
| Participant deferral / active EE | $2,775 | $2,919-4.9% | $5,637-50.8% | $4,237-34.5% |
| Admin fee / account holder | $29 | $502-94.2% | $14,673-99.8% | $593-95.1% |