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 |
|---|---|---|
ESOP PARTNERS LLC2 years Service code 15 · EIN 20-5396546 3601 E EVERGREEN DR SUITE 200 · APPLETON, WI 54913 | Recordkeeping | $30,351 |
THE WHITLOCK COMPANY2 years Filed as: THE WHITLOCK COMPANY, LLP Service code 10 · EIN 43-1365401 3271 E BATTLEFIELD · SPRINGFIELD, MO 65804 | Accounting | $12,000 |
MERCER2 years Filed as: MERCER CAPITAL MANAGEMENT, INC. Service code 34 5100 POPLAR AVENUE, SUITE 2600 · MEMPHIS, TN 38137 | Valuation (appraisals, etc.) | $9,550 |
Service code 20 150 WEST FLAGLER STREET SUITE 2200 · MIAMI, FL 33130 | Trustee (individual) | $5,438 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,166 | $102,553+45.5% | $151,611-1.6% | $66,914+122.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | 13.73% | -10.82%+24.5pp | 3.33%+10.4pp | 1.58%+12.1pp |
| Employer contribution / active EE | $5,368 | $4,180+28.4% | $6,166-12.9% | $2,544+111.0% |
| Participant deferral / active EE | $0 | $6,641-100.0% | $8,363-100.0% | $4,237-100.0% |
| Admin fee / account holder | $246 | $630-60.9% | $11,616-97.9% | $593-58.5% |