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 9-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: MARTENS & COMPANY CPA LLP Service code 10 4949 PLEASANT ST STE 104 · DES MOINES, IA 50266 | Accounting | $6,500 |
EDWARD JONES1 year Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $5,974 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $5,923 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,509 | $71,192-23.4% | $117,854-53.7% | $62,292-12.5% |
| Participation rate | 89.8% | 74.2%+15.5pp | 79.7%+10.1pp | 69.5%+20.3pp |
| Annual return | 9.94% | 18.66%-8.7pp | 335.08%-325.1pp | 28.90%-19.0pp |
| Employer contribution / active EE | $1,084 | $1,934-44.0% | $3,786-71.4% | $2,042-46.9% |
| Participant deferral / active EE | $4,008 | $3,189+25.7% | $4,482-10.6% | $3,169+26.5% |
| Admin fee / account holder | $138 | $587-76.4% | $8,020-98.3% | $479-71.1% |