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.
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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 COMPANY7 years Filed as: GREATBANC Service code 24 · EIN 36-3681493 | Discretionary Trustee | $26,475 |
PRAIRIE CAPITAL ADVISORS8 years Filed as: PRAIRIE CAPITAL Service code 34 · EIN 36-4072641 | Direct payment from the plan; Valuati... | $26,150 |
PLANTE & MORAN, PLLC5 years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $19,500 |
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $8,190 |
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 | $43,849 | $62,127-29.4% | $81,382-46.1% | $74,495-41.1% |
| Participation rate | 94.0% | 64.0%+30.0pp | 69.5%+24.5pp | 67.2%+26.8pp |
| Annual return | -8.94% | 16.48%-25.4pp | 24.73%-33.7pp | 1364.94%-1373.9pp |
| Employer contribution / active EE | $697 | $1,882-63.0% | $2,463-71.7% | $2,623-73.4% |
| Participant deferral / active EE | $0 | $3,229-100.0% | $3,883-100.0% | $4,346-100.0% |
| Admin fee / account holder | $613 | $1,934-68.3% | $5,768-89.4% | $1,942-68.4% |