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 |
|---|---|---|
FIDUCIARY MANAGEMENT, INC.10+ years Service code 28 · EIN 39-1346018 | Investment Management | $253,136 |
BENESYS, INC.9 years Filed as: BENESYS ADMINISTRATORS Service code 14 · EIN 38-2383171 | Plan Administrator | $169,532 |
CHRISTENSEN, JAMES & MARTIN8 years Filed as: CHRISTENSEN JAMES & MARTIN, CHTD. Service code 29 · EIN 88-0330040 | Legal | $122,886 |
RUBINBROWN LLP8 years Service code 10 · EIN 43-0765316 | Accounting | $56,803 |
ALSWEET ASSOCIATES10+ years Service code 10 · EIN 95-2766134 | Accounting | $42,419 |
Service code 14 · EIN 46-4942970 | Plan Administrator | $30,000 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $27,447 |
MMA SECURITIES LLC2 years Filed as: MARSH AND MCLENNAN AGENCY Service code 22 · EIN 36-2668272 | Insurance Broker | $14,001 |
Filed as: NORTHWEST PLAN SERVICES Service code 11 · EIN 91-2090931 | Actuarial | $9,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,640 | $241,101-94.8% | $103,333-87.8% | $199,593-93.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 5.68% | 17.80%-12.1pp | 24.88%-19.2pp | 34.25%-28.6pp |
| Employer contribution / active EE | $3,698 | $4,244-12.9% | $3,868-4.4% | $3,034+21.9% |
| Participant deferral / active EE | $63 | $3,958-98.4% | $5,057-98.8% | $5,087-98.8% |
| Admin fee / account holder | $91 | $288-68.4% | $8,355-98.9% | $269-66.2% |