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 |
|---|---|---|
BANKERS TRUST COMPANY5 years Filed as: TI TRUST Service code 24 · EIN 20-1171923 | Discretionary Trustee | $53,539 |
PRAIRIE CAPITAL ADVISORS3 years Filed as: PRARIE CAPITAL Service code 34 · EIN 48-1170848 | Other fees; Valuation (appraisals, etc.) | $36,153 |
PFG5 years Service code 14 · EIN 42-0127290 | Plan Administrator | $27,861 |
EIDE BAILLY LLP1 year Service code 11 · EIN 45-0250958 | Actuarial | $16,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,410 | $53,165+66.3% | $86,188+2.6% | $74,419+18.8% |
| Participation rate | 98.7% | 64.9%+33.8pp | 69.0%+29.7pp | 70.7%+27.9pp |
| Annual return | 19.37% | 22.64%-3.3pp | 1168.45%-1149.1pp | 34.38%-15.0pp |
| Employer contribution / active EE | $4,484 | $1,210+270.6% | $2,380+88.4% | $2,637+70.0% |
| Participant deferral / active EE | $0 | $3,234-100.0% | $3,985-100.0% | $4,528-100.0% |
| Admin fee / account holder | $205 | $551-62.7% | $6,852-97.0% | $348-40.9% |