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 & TRUST7 years Filed as: QUAD CITIES INVESTMENT GROUP LLC Service code 27 5177 UTICA RIDGE RD · DAVENPORT, IA 52807 | Advisory (Plan) | $25,022 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $8,943 |
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 | $38,200 | $55,415-31.1% | $155,509-75.4% | $74,495-48.7% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 12.09% | 268.50%-256.4pp | 64.67%-52.6pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $2,352 | $2,267+3.7% | $4,672-49.7% | $2,623-10.3% |
| Participant deferral / active EE | $3,057 | $2,836+7.8% | $5,626-45.7% | $4,346-29.7% |
| Admin fee / account holder | $142 | $1,738-91.9% | $15,912-99.1% | $1,942-92.7% |