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 |
|---|---|---|
JEFFREY W. KROL & ASSOCIATES6 years Filed as: JEFFREY W KROL & ASSOCIATES, LTD. Service code 10 · EIN 36-3094368 | Accounting | $123,885 |
JAMES MELTREGER8+ years Service code 30 · EIN 36-2872107 | Employee (plan) | $110,607 |
VINCENT FEDELE8+ years Filed as: VINCENT SENESE Service code 30 · EIN 36-2872107 | Employee (plan) | $91,772 |
GREAT LAKES ADVISORS, LLC8+ years Service code 51 · EIN 80-0292839 | Investment Mgmt Fees | $84,998 |
WITHUMSMITH+BROWN, PC3 years Filed as: MAYER BROWN LLP Service code 29 · EIN 36-1447220 | Legal | $64,578 |
JEFFREY SLOCUM & ASSOCIATES8+ years Filed as: JEFFREY PIERUCCI Service code 30 · EIN 36-2872107 | Employee (plan) | $56,392 |
FGMK, LLC7 years Service code 10 · EIN 36-2929601 | Accounting | $45,189 |
TAMMY GRAVES8+ years Filed as: TAMMY HENRICHS Service code 30 · EIN 36-2872107 | Employee (plan) | $39,757 |
THOMAS PARAVOLA8+ years Service code 29 · EIN 36-0522075 | Legal | $34,750 |
CLICK2MAIL3 years Service code 49 | Other Services | $10,788 |
Employer 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,487 | $86,897-98.3% | $151,611-99.0% | $64,808-97.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -59.89% | -3.57%-56.3pp | 3.33%-63.2pp | 32.82%-92.7pp |
| Employer contribution / active EE | $903 | $4,010-77.5% | $6,166-85.3% | $2,506-63.9% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,310-100.0% |
| Admin fee / account holder | $71 | $153-53.6% | $11,616-99.4% | $188-62.2% |