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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.
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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 |
|---|---|---|
GREATBANC TRUST COMPANY6 years Filed as: GREATBANC Service code 21 · EIN 36-3681493 | Bank Trustee | $33,778 |
PRAIRIE CAPITAL ADVISORS7 years Filed as: PRAIRIE CAPITAL Service code 34 · EIN 36-4072641 | Direct payment from the plan; Valuati... | $24,600 |
PLANTE & MORAN, PLLC4 years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $16,000 |
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $14,925 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,448 | $56,423-23.0% | $77,163-43.7% | $71,457-39.2% |
| Participation rate | 94.6% | 64.3%+30.3pp | 69.6%+25.0pp | 67.9%+26.7pp |
| Annual return | -11.93% | 19.05%-31.0pp | 37.87%-49.8pp | 28.85%-40.8pp |
| Employer contribution / active EE | $904 | $1,866-51.5% | $2,535-64.3% | $2,588-65.1% |
| Participant deferral / active EE | $0 | $3,142-100.0% | $3,833-100.0% | $4,289-100.0% |
| Admin fee / account holder | $572 | $1,429-59.9% | $5,472-89.5% | $1,587-63.9% |