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 |
|---|---|---|
AFL-CIO HOUSING INVESTMENT TRUST2+ years Filed as: AFL-CIO BUILDING INVESTMENT TRUST Service code 21 · EIN 52-6328901 | Bank Trustee | $138,174 |
AEW CAPITAL MANAGEMENT2+ years Filed as: AEW PARTNERS Service code 28 · EIN 26-3188687 | Investment Management | $105,166 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: SIERRA TEMPLETON Service code 28 · EIN 68-0370668 | Investment Management | $92,930 |
FOUNDRY PARTNERS2+ years Filed as: FOUNDRY PARTNERS LLX Service code 28 · EIN 46-1184506 | Investment Management | $68,721 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL LLC Service code 28 · EIN 80-0618452 | Investment Management | $66,079 |
GREAT LAKES ADVISORS, LLC2+ years Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 80-0292839 | Investment Management | $63,440 |
DEROY & DEVEREAUX1 year Service code 28 · EIN 38-2251232 | Investment Management | $62,815 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 26-4310844 | Advisory (Plan) | $62,500 |
THE ROSE FINANCIAL GROUP LLC2+ years Filed as: THE ROSE FINANCIAL GROUP Service code 10 · EIN 35-2130755 | Accounting | $62,080 |
WINSLOW CAPITAL MANAGEMENT2+ years Filed as: WINSLOW CAPITAL Service code 28 · EIN 90-0860898 | Investment Management | $61,905 |
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 | $76,691 | $221,442-65.4% | $92,233-16.9% | $77,958-1.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 11.72% | 15.65%-3.9pp | 176.28%-164.6pp | 20.87%-9.1pp |
| Employer contribution / active EE | $4,504 | $3,226+39.6% | $3,679+22.4% | $2,310+94.9% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $506 | $210+141.3% | $5,194-90.3% | $97+419.7% |