Filed November 28, 2018
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRAIRIE CAPITAL ADVISORS1+ years Filed as: PRAIRIE CAPITAL ADVISORS, INC Service code 34 425 2ND ST SE · CEDAR RAPIDS, IA 52401 | Valuation (appraisals, etc.); Direct ... | $26,526 |
ESOP PARTNERS LLC1+ years Filed as: ESOP PARTNERS Service code 15 · EIN 20-5396546 | Recordkeeping | $7,775 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,450 | $35,485+28.1% | $74,550-39.0% | $55,725-18.4% |
| Participation rate | 97.8% | 62.5%+35.3pp | 69.1%+28.6pp | 70.9%+26.9pp |
| Annual return | 30.20% | 0.72%+29.5pp | 32.53%-2.3pp | 244.93%-214.7pp |
| Employer contribution / active EE | $1,645 | $777+111.7% | $1,961-16.1% | $2,078-20.8% |
| Participant deferral / active EE | $0 | $2,181-100.0% | $3,108-100.0% | $3,356-100.0% |
| Admin fee / account holder | $110 | $114-3.8% | $5,060-97.8% | $115-4.5% |