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 |
|---|---|---|
UMR3 years Service code 13 · EIN 39-1995276 | Contract Administrator | $164,730 |
GCM GROSVENOR1 year Filed as: GCM GROSVENOR L.P. Service code 28 · EIN 20-3979494 | Investment Management | $78,212 |
MARINER LLC2 years Filed as: MARINER INSTITUTIONAL LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $69,000 |
GARCIA HAMILTON & ASSOCIATES9 years Filed as: GARCIA HAMILTON & ASSOCIATES, L.P. Service code 28 · EIN 76-0589652 | Investment Management | $59,929 |
ARNOLD & KADJAN10+ years Filed as: ARNOLD AND KADJAN Service code 29 · EIN 36-2498571 | Legal | $51,020 |
Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $31,460 |
FIFTH THIRD BANK RETIREMENT SERVICE10+ years Service code 28 · EIN 31-1051736 | Investment Management | $22,680 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $19,396 |
RICHARD J. WOLF & COMPANY10+ years Filed as: RICHARD J WOLF & COMPANY INC. Service code 15 · EIN 36-3182363 | Recordkeeping | $8,188 |
MATTHEW CASSERLY1 year Filed as: MATTHEW KWIATKOWSKI Service code 20 · EIN 35-6267233 | Trustee (individual) | $7,908 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,967 | $103,641-41.2% | $107,525-43.3% | $102,872-40.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 8.88% | 13.08%-4.2pp | 181.32%-172.4pp | 19.06%-10.2pp |
| Employer contribution / active EE | $8,177 | $5,096+60.5% | $3,754+117.8% | $3,526+131.9% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $177 | $276-35.9% | $8,919-98.0% | $292-39.4% |