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: MESIROW FINANCIAL Service code 51 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Mgmt Fees | $56,079 |
HOWARD SIMON & ASSOCIATES, INC.6+ years Service code 17 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Pension Consulting | $42,928 |
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $31,787 |
Filed as: WAY, RAY, SHELTON, & CO., P.C. Service code 49 216 MCFARLAND CIRCLE N · TUSCALOOSA, AL 35406 | Other Services | $9,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,207 | $78,781+5.6% | $100,516-17.2% | $73,409+13.3% |
| Participation rate | 83.0% | 80.0%+3.0pp | 79.4%+3.6pp | 72.2%+10.8pp |
| Annual return | 13.96% | 31.69%-17.7pp | 30.89%-16.9pp | 59.29%-45.3pp |
| Employer contribution / active EE | $168 | $2,420-93.0% | $3,418-95.1% | $2,234-92.5% |
| Participant deferral / active EE | $2,597 | $6,537-60.3% | $6,270-58.6% | $3,805-31.7% |
| Admin fee / account holder | $391 | $145+168.9% | $8,081-95.2% | $158+147.5% |