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 COMPANY4 years Service code 21 · EIN 36-3681493 | Bank Trustee | $64,594 |
HDH ADVISORS LLC6+ years Service code 34 1601 22ND STREET STE 400 · WEST DES MOINES, IA 50266 | Valuation (appraisals, etc.) | $11,750 |
RSM US LLP5 years Filed as: RSM US, LLP Service code 10 · EIN 42-0714325 | Accounting | $11,458 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT GROUP Service code 15 · EIN 45-2164254 | Recordkeeping | $6,775 |
NYEMASTER GOOD P.C.4 years Service code 29 · EIN 42-1154516 | Legal | $1,038 |
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 | $190,302 | $72,277+163.3% | $101,248+88.0% | $79,858+138.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 17.05% | 22.30%-5.2pp | 46.47%-29.4pp | 31.71%-14.7pp |
| Employer contribution / active EE | $6,526 | $2,692+142.5% | $3,660+78.3% | $2,471+164.1% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,014 | $4,400-77.0% | $5,945-82.9% | $5,306-80.9% |