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 |
|---|---|---|
Filed as: PRINCIPAL Service code 15 · EIN 42-1520346 | Recordkeeping | $69,074 |
Filed as: CORNERSTONE Service code 20 302 E. HIGHWAY 62 · WOLFFORTH, TX 79382 | Trustee (individual); Investment mana... | $43,249 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $36,166 |
PRAIRIE CAPITAL ADVISORS2 years Filed as: PRAIRIE CAPITAL Service code 34 · EIN 36-4072641 | Other fees; Valuation (appraisals, etc.) | $26,044 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,174 | $119,446-30.4% | $150,045-44.6% | $85,563-2.8% |
| Participation rate | 97.8% | 75.4%+22.4pp | 82.3%+15.5pp | 66.0%+31.8pp |
| Annual return | 7.94% | 23.72%-15.8pp | 62.55%-54.6pp | 31.51%-23.6pp |
| Employer contribution / active EE | $5,743 | $4,078+40.8% | $4,693+22.4% | $2,654+116.4% |
| Participant deferral / active EE | $0 | $7,985-100.0% | $7,997-100.0% | $4,375-100.0% |
| Admin fee / account holder | $281 | $548-48.7% | $13,435-97.9% | $834-66.3% |