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 |
|---|---|---|
DEARBORN PARTNERS2+ years Filed as: DEARBORN PARTNERS, LLC Service code 51 200 W MADISON ST, STE 1950 · CHICAGO, IL 60606 | Investment Mgmt Fees | $206,627 |
ZENITH AMERICAN SOLUTIONS2+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $190,200 |
ARNOLD & KADJAN2+ years Service code 29 · EIN 36-2498571 | Legal | $170,371 |
ASB CAPITAL MANAGEMENT2+ years Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $157,251 |
RHUMBLINE ADVISORS2+ years Service code 28 · EIN 04-3118582 | Investment Management | $58,780 |
CALIBRE CPA GROUP PLLC2+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $57,340 |
GREAT LAKES ADVISORS, LLC2+ years Service code 51 · EIN 80-0292839 | Investment Mgmt Fees | $56,358 |
MARQUETTE ASSOCIATES2+ years Filed as: MARQUETTE & ASSOCIATES Service code 16 · EIN 36-3485298 | Consulting | $55,000 |
NATIONAL INVESTMENT SERVICES2+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 51 · EIN 80-0169636 | Investment Mgmt Fees | $47,243 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK Service code 19 · EIN 36-2085229 | Securities Custodian | $36,715 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $89,274-100.0% | $149,718-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 87.6%-87.6pp | 87.1%-87.1pp | 71.6%-71.6pp |
| Annual return | 9.70% | 20.36%-10.7pp | 1501.63%-1491.9pp | 20.87%-11.2pp |
| Employer contribution / active EE | $6,766 | $3,727+81.6% | $5,445+24.3% | $2,310+192.8% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,569-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $240-100.0% | $11,283-100.0% | $97-100.0% |