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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $1,414,332 |
DARREN TURTON10+ years Service code 30 · EIN 13-6595417 | Direct payment from the plan; Employe... | $136,363 |
COLLEEN BRINDISI4 years Service code 30 · EIN 13-6595417 | Direct payment from the plan; Employe... | $111,318 |
Service code 10 · EIN 04-3652965 | Accounting | $96,188 |
Filed as: COURTNEY BUTLER Service code 30 · EIN 13-6595417 | Employee (plan); Direct payment from ... | $45,964 |
NOVAK FRANCELLA LLC10+ years Service code 10 · EIN 61-1436956 | Accounting | $45,000 |
GAIL MILLS3 years Filed as: GAIL DISALVO Service code 30 · EIN 13-6595417 | Direct payment from the plan; Employe... | $35,327 |
Filed as: FRANK GREENBERG Service code 30 · EIN 13-6595417 | Direct payment from the plan; Employe... | $31,204 |
THE SEGAL COMPANY10+ years Filed as: SEGAL ADVISORS INC Service code 27 · EIN 13-2646110 | Advisory (Plan) | $29,167 |
BARNES, IACCARINO & SHEPHERD LLP10+ years Filed as: BARNES,IACCARINO,& SHEPHERD LLC Service code 29 · EIN 43-1995226 | Legal | $25,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,852 | $241,101-54.4% | $103,333+6.3% | $199,593-45.0% |
| Participation rate | 97.7% | 78.3%+19.4pp | 74.5%+23.1pp | 72.0%+25.7pp |
| Annual return | 11.88% | 17.80%-5.9pp | 24.88%-13.0pp | 34.25%-22.4pp |
| Employer contribution / active EE | $5,400 | $4,244+27.2% | $3,868+39.6% | $3,034+78.0% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $518 | $288+80.2% | $8,355-93.8% | $269+92.8% |