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 9-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 |
|---|---|---|
WILSON-MCSHANE CORPORATION2 years Filed as: WILSON-MCSHANE Service code 14 · EIN 41-0956552 2002 LONDON ROAD · DULUTH, MN 55812 | Plan Administrator | $16,230 |
BAUMAN ASSOCIATES1 year Filed as: BAUMAN ASSOCIATES, LTD Service code 10 · EIN 39-1277627 4168 LONDON ROAD · EAU CLAIRE, WI 54701 | Accounting | $12,315 |
KUTAK ROCK LLP3 years Service code 29 · EIN 47-0597598 60 SOUTH ST, STE 3400 · MINNEAPOLIS, MN 554024018 | Legal | $10,612 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,082 | $86,944+12.8% | $107,525-8.8% | $74,304+32.0% |
| Participation rate | 100.0% | 59.6%+40.4pp | 75.1%+24.9pp | 60.3%+39.7pp |
| Annual return | 14.93% | 23.52%-8.6pp | 181.32%-166.4pp | 29.43%-14.5pp |
| Employer contribution / active EE | $4,601 | $2,757+66.9% | $3,754+22.6% | $2,241+105.3% |
| Participant deferral / active EE | $26 | $3,554-99.3% | $5,116-99.5% | $3,767-99.3% |
| Admin fee / account holder | $614 | $3,727-83.5% | $8,919-93.1% | $2,969-79.3% |