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 |
|---|---|---|
QUAD CITY BANK & TRUST6 years Filed as: QUAD CITIES INVESTMENT GROUP LLC Service code 27 5177 UTICA RIDGE RD · DAVENPORT, IA 52807 | Advisory (Plan) | $26,465 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $10,540 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,344 | $61,272-42.3% | $149,673-76.4% | $71,457-50.5% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 15.26% | 35.85%-20.6pp | 134.42%-119.2pp | 28.85%-13.6pp |
| Employer contribution / active EE | $2,182 | $2,378-8.2% | $4,818-54.7% | $2,588-15.7% |
| Participant deferral / active EE | $2,620 | $2,917-10.2% | $5,680-53.9% | $4,289-38.9% |
| Admin fee / account holder | $150 | $1,261-88.1% | $13,210-98.9% | $1,587-90.6% |