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 |
|---|---|---|
MEKETA INVESTMENT GROUP10+ years Service code 17 · EIN 04-2659023 525 W. MONROE ST, 560 · CHICAGO, IL 60661 | Pension Consulting | $75,000 |
Service code 29 · EIN 39-1126909 233 S. WACKER, STE 9400 · CHICAGO, IL 60606 | Legal | $69,317 |
TIC INTERNATIONAL CORPORATION10+ years Filed as: TIC INTERNATIONAL Service code 17 · EIN 13-2600875 6825 CENTURION DRIVE · LANSING, MI 48917 | Pension Consulting | $39,439 |
ERIC J. FERNANDEZ & CO.10+ years Service code 10 · EIN 36-3141842 895 WEST MAIN ST. · WEST DUNDEE, IL 60118 | Accounting | $26,071 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: NEW YORK LIFE TRUST COMPANY Service code 15 · EIN 13-5582869 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $12,058 |
IBEW LOCAL 46110+ years Service code 13 · EIN 36-1264165 | Contract Administrator | $9,713 |
RICHARD J. WOLF & COMPANY5 years Filed as: RICHARD J. WOLF CO. Service code 10 · EIN 36-3182363 P.O. BOX 591 · PALOS PARK, IL 60464 | Accounting | $5,228 |
FRSECURE1 year Service code 16 6550 YORK AVE S 500 · EDINA, MN 55435 | Consulting | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $328,637 | $55,331+493.9% | $81,812+301.7% | $199,593+64.7% |
| Participation rate | 47.3% | 62.5%-15.2pp | 72.3%-25.0pp | 72.0%-24.6pp |
| Annual return | 12.37% | 19.59%-7.2pp | 773.79%-761.4pp | 34.25%-21.9pp |
| Employer contribution / active EE | $7,163 | $2,101+240.9% | $2,912+146.0% | $3,034+136.1% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,319-100.0% | $5,087-100.0% |
| Admin fee / account holder | $402 | $346+16.3% | $7,386-94.6% | $269+49.5% |