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 |
|---|---|---|
PRAIRIE CAPITAL ADVISORS8+ years Filed as: PRAIRIE CAPITAL Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.); Other fees | $17,550 |
LANCE SOLL & LUNGHARD LLP4 years Filed as: LANCE STUDDARD Service code 24 · EIN 43-0995254 | Discretionary Trustee | $14,500 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 28 · EIN 26-4310632 | Investment Management | $5,958 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,687 | $84,487+162.4% | $125,339+76.9% | $66,914+231.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | 6.57% | -8.39%+15.0pp | 572.05%-565.5pp | 1.58%+5.0pp |
| Employer contribution / active EE | $31,410 | $3,553+784.1% | $4,814+552.5% | $2,544+1134.6% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $180 | $685-73.7% | $10,010-98.2% | $593-69.6% |