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 |
|---|---|---|
GREATBANC TRUST COMPANY3 years Service code 21 · EIN 36-3681493 | Bank Trustee | $60,473 |
HDH ADVISORS LLC5+ years Service code 34 1601 22ND STREET STE 400 · WEST DES MOINES, IA 50266 | Valuation (appraisals, etc.) | $11,425 |
RSM US LLP4 years Filed as: RSM US, LLP Service code 10 · EIN 42-0714325 | Accounting | $10,669 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP Service code 15 · EIN 45-2164254 | Recordkeeping | $7,335 |
NYEMASTER GOOD P.C.3 years Service code 29 · EIN 42-1154516 | Legal | $365 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $170,444 | $183,540-7.1% | $92,893+83.5% | - |
| Participation rate | 98.0% | 69.1%+28.8pp | 76.0%+22.0pp | - |
| Annual return | 12.86% | 7.80%+5.1pp | 109.41%-96.6pp | - |
| Employer contribution / active EE | $5,152 | $2,217+132.4% | $3,653+41.0% | - |
| Participant deferral / active EE | $0 | $3,031-100.0% | $4,236-100.0% | - |
| Admin fee / account holder | $865 | $9,074-90.5% | $5,794-85.1% | - |