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: FIDELITY INVESTMENT INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $503,958 |
METROPOLITAN MANAGEMENT SERVICES6+ years Service code 13 · EIN 45-3845437 | Contract Administrator | $203,591 |
Service code 10 · EIN 04-3652965 | Accounting | $104,104 |
Filed as: MICHAEL SPILLANE Service code 30 · EIN 13-6595417 | Employee (plan); Direct payment from ... | $89,527 |
DARREN TURTON6+ years Service code 30 · EIN 13-6595417 | Direct payment from the plan; Employe... | $51,336 |
NOVAK FRANCELLA LLC6+ years Service code 10 · EIN 61-1436956 | Accounting | $38,251 |
THE SEGAL COMPANY6+ years Filed as: SEGAL ADVISORS INC Service code 27 · EIN 13-2646110 | Advisory (Plan) | $26,547 |
BARNES, IACCARINO & SHEPHERD LLP6+ years Filed as: BARNES,IACCARINO,& SHEPHERD LLC Service code 29 · EIN 43-1995226 | Legal | $18,511 |
Filed as: MARSHALL & MOSS,LLC Service code 10 · EIN 11-3360166 | Accounting | $17,820 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 06-0839113 | Actuarial | $15,113 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,733 | $81,719+34.3% | $101,248+8.4% | $90,288+21.5% |
| Participation rate | 88.9% | 80.7%+8.2pp | 75.8%+13.1pp | 73.4%+15.6pp |
| Annual return | 14.43% | 337.64%-323.2pp | 46.47%-32.0pp | 53.97%-39.5pp |
| Employer contribution / active EE | $4,464 | $3,622+23.2% | $3,660+22.0% | $2,524+76.8% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $286 | $162+76.8% | $5,945-95.2% | $114+151.0% |