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 INSTITUIONAL OP Service code 64 · EIN 04-2647786 100 CROSBY PKWY · COVINGTON, KY 41015 | Recordkeeping Fees | $91,586 |
BENESYS, INC.4 years Service code 13 · EIN 38-2383171 700 TOWER DR STE. 300 · TROY, MI 48098 | Contract Administrator | $47,154 |
MARQUETTE ASSOCIATES7+ years Filed as: MARQUETTE ASSOCIATES INC. Service code 70 · EIN 36-3485298 180 N. LASALLE, STE 3500 · CHICAGO, IL 60601 | Consulting Fees | $45,000 |
NOVARA, TESIJA & CATENACCI, PLLC7+ years Filed as: NOVARA TESIJA Service code 29 · EIN 38-3507129 888 W BIG BEAVER STE 600 · TROY, MI 48084 | Legal | $29,920 |
TITUS & URBANSKI, INC.3 years Service code 10 · EIN 34-1695540 1540 S HOLLAND-SYLVANIA · MAUMEE, OH 43537 | Accounting | $18,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,074 | $88,770-4.2% | $109,143-22.1% | $93,030-8.6% |
| Participation rate | 92.6% | 81.5%+11.1pp | 75.9%+16.7pp | 73.9%+18.7pp |
| Annual return | 12.42% | 60.64%-48.2pp | 25.75%-13.3pp | 158.70%-146.3pp |
| Employer contribution / active EE | $6,033 | $3,780+59.6% | $3,722+62.1% | $2,706+123.0% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,562-100.0% |
| Admin fee / account holder | $90 | $172-48.0% | $6,752-98.7% | $152-41.0% |