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 |
|---|---|---|
COUNTRY TRUST BANK1 year Filed as: COUNTRY CAPITAL MGMT CO. Service code 15 1711 GENERAL ELECTRIC RD · BLOOMINGTON, IL 61702 | Recordkeeping | $78,229 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,869 | $98,727-32.3% | $113,168-40.9% | $85,563-21.8% |
| Participation rate | 84.8% | 80.8%+4.0pp | 76.6%+8.2pp | 66.0%+18.8pp |
| Annual return | 15.50% | 17.43%-1.9pp | 24.27%-8.8pp | 31.51%-16.0pp |
| Employer contribution / active EE | $2,133 | $2,907-26.6% | $2,975-28.3% | $2,654-19.6% |
| Participant deferral / active EE | $3,334 | $5,424-38.5% | $5,107-34.7% | $4,375-23.8% |
| Admin fee / account holder | $190 | $357-46.8% | $12,068-98.4% | $834-77.2% |