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 |
|---|---|---|
CATHY HAYES1 year Filed as: CATHY WAXENBERG Service code 55 407 WINTHROP RD · TEANECK, NJ 07666 | Other Commissions | $92,450 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $19,233 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $19,233 |
RSM US LLP5 years Service code 99 · EIN 13-5669968 | Other Fees | $14,971 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,426 | $93,182+167.7% | $146,665+70.1% | $79,386+214.2% |
| Participation rate | 92.6% | 76.4%+16.2pp | 80.1%+12.5pp | 70.7%+21.9pp |
| Annual return | 13.41% | 21.61%-8.2pp | 22.74%-9.3pp | 116.85%-103.4pp |
| Employer contribution / active EE | $3,356 | $2,420+38.7% | $4,136-18.9% | $2,427+38.2% |
| Participant deferral / active EE | $8,075 | $4,169+93.7% | $5,506+46.7% | $4,046+99.6% |
| Admin fee / account holder | $272 | $585-53.5% | $10,280-97.4% | $626-56.6% |