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 |
|---|---|---|
KUTAK ROCK LLP1 year Service code 29 · EIN 47-0597598 60 SOUTH ST, STE 3400 · MINNEAPOLIS, MN 554024018 | Legal | $11,004 |
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 | $128,548 | $76,670+67.7% | $96,683+33.0% | $71,457+79.9% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 14.46% | 48.29%-33.8pp | 35.69%-21.2pp | 28.85%-14.4pp |
| Employer contribution / active EE | $9,206 | $3,031+203.7% | $3,737+146.4% | $2,588+255.8% |
| Participant deferral / active EE | $9 | $3,771-99.8% | $4,878-99.8% | $4,289-99.8% |
| Admin fee / account holder | $1,167 | $2,028-42.5% | $6,730-82.7% | $1,587-26.5% |