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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.
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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 |
|---|---|---|
RUBINBROWN LLP9+ years Filed as: RUBINBROWN Service code 10 · EIN 43-0765316 | Accounting | $17,500 |
PRAIRIE CAPITAL ADVISORS9+ years Filed as: PRARIE CAPITAL Service code 34 ONE MID AMERICAN PLAZA · OAKBROOK TERRACE, IL 60181 | Valuation (appraisals, etc.) | $16,860 |
MENKE & ASSOCIATES, INC.9+ years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $15,653 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB Service code 28 120 SOUTH CENTRAL AVENUE · SAINT LOUIS, MO 63105 | Investment Management | $12,985 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,175 | $82,978+189.4% | $129,995+84.8% | $71,457+236.1% |
| Participation rate | 99.4% | 74.1%+25.3pp | 78.5%+20.9pp | 67.9%+31.5pp |
| Annual return | 38.25% | 20.60%+17.7pp | -137.18%+175.4pp | 28.85%+9.4pp |
| Employer contribution / active EE | $2,368 | $2,622-9.7% | $4,320-45.2% | $2,588-8.5% |
| Participant deferral / active EE | $0 | $4,432-100.0% | $5,820-100.0% | $4,289-100.0% |
| Admin fee / account holder | $342 | $1,729-80.2% | $10,614-96.8% | $1,587-78.4% |