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 |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY5+ years Filed as: METROPOLITAN LIFE Service code 52 · EIN 13-5581829 | Indirect Investment Fees | $243,642 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $158,352 |
MEKETA INVESTMENT GROUP5+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $58,500 |
PNC BANK, N.A.5+ years Filed as: PNC BANK Service code 15 · EIN 25-1211909 | Recordkeeping | $49,948 |
DICLAUDIO & KRAMER, LLC5+ years Service code 10 · EIN 27-0889793 | Accounting | $17,000 |
MEYER, UNKOVIC & SCOTT1 year Filed as: MEYER, UNKOVIC, & SCOTT Service code 29 · EIN 25-1344985 | Legal | $6,668 |
ALLAN BATES AND ASSOCIATES5+ years Service code 15 · EIN 25-1460327 | Recordkeeping | $6,356 |
TUCKER ARENSBERG5+ years Filed as: TUCKER ARENSBURG Service code 29 · EIN 25-0711430 | Legal | $6,354 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,012 | $66,051+22.6% | $92,893-12.8% | $77,787+4.1% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 14.97% | 20.69%-5.7pp | 109.41%-94.4pp | 32.57%-17.6pp |
| Employer contribution / active EE | $9,058 | $3,426+164.4% | $3,653+148.0% | $2,504+261.7% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,236-100.0% | $3,967-100.0% |
| Admin fee / account holder | $248 | $148+67.8% | $5,794-95.7% | $100+147.8% |