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 |
|---|---|---|
WASMER, SCHROEDER & CO INC.7+ years Service code 28 600 5TH AVENUE S. · NAPLES, FL 34102 | Investment Management | $220,993 |
ZENITH AMERICAN SOLUTIONS7+ years Service code 14 5420 W SOUTHERN AVENUE · INDIANAPOLIS, IN 462415569 | Plan Administrator | $207,924 |
ATALANTA SOSNOFF7+ years Service code 28 · EIN 20-0461050 | Investment Management | $149,344 |
Filed as: INTERCONTINENTAL Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $130,810 |
Filed as: STACEY BRAUN Service code 28 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $124,218 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $70,875 |
Filed as: GORLICK, KRAVITZ & LISTHAUS Service code 29 · EIN 13-3790829 | Legal | $63,290 |
CASTIGLIA LLP7+ years Service code 10 · EIN 46-2725636 | Accounting | $57,393 |
PNC BANK, N.A.5 years Filed as: PNC BANK Service code 19 · EIN 22-1146430 | Securities Custodian | $46,418 |
LORD ABBETT1 year Service code 28 90 HUDSON STREET · JERSEY CITY, NJ 073023973 | Investment Management | $40,343 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,215 | $88,770-16.4% | $109,143-32.0% | $93,030-20.2% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 5.02% | 60.64%-55.6pp | 25.75%-20.7pp | 158.70%-153.7pp |
| Employer contribution / active EE | $9,161 | $3,780+142.4% | $3,722+146.1% | $2,706+238.6% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,562-100.0% |
| Admin fee / account holder | $422 | $172+145.0% | $6,752-93.7% | $152+178.4% |