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 |
|---|---|---|
TROXELL FINANCIAL2 years Service code 27 · EIN 37-0902741 214 S. GRAND AVE · WEST SPRINGFIELD, IL 62704 | Advisory (Plan) | $27,837 |
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $8,619 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,447 | $58,655+4.8% | $91,989-33.2% | $65,185-5.7% |
| Participation rate | 80.2% | 75.3%+4.9pp | 78.6%+1.6pp | 70.2%+10.0pp |
| Annual return | 21.14% | 33.92%-12.8pp | 69.02%-47.9pp | 29.38%-8.2pp |
| Employer contribution / active EE | $1,622 | $2,080-22.1% | $3,452-53.0% | $2,177-25.5% |
| Participant deferral / active EE | $3,222 | $5,474-41.1% | $5,923-45.6% | $3,514-8.3% |
| Admin fee / account holder | $344 | $434-20.8% | $7,743-95.6% | $847-59.4% |