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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 |
|---|---|---|
ARNOLD & KADJAN4+ years Service code 29 · EIN 36-2498571 | Legal | $211,344 |
ZENITH AMERICAN SOLUTIONS4+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $190,200 |
DEARBORN PARTNERS4+ years Filed as: DEARBORN PARTNERS, LLC Service code 51 200 W MADISON ST, STE 1950 · CHICAGO, IL 60606 | Investment Mgmt Fees | $187,134 |
ASB CAPITAL MANAGEMENT4+ years Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $169,201 |
GREAT LAKES ADVISORS, LLC4+ years Service code 51 · EIN 80-0292839 | Investment Mgmt Fees | $65,210 |
RHUMBLINE ADVISORS4+ years Service code 28 · EIN 04-3118582 | Investment Management | $64,615 |
NATIONAL INVESTMENT SERVICES4+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 51 · EIN 80-0169636 | Investment Mgmt Fees | $57,970 |
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS BANK Service code 19 · EIN 36-2085229 | Securities Custodian | $56,609 |
MARQUETTE ASSOCIATES4+ years Filed as: MARQUETTE & ASSOCIATES Service code 16 · EIN 36-3485298 | Consulting | $55,000 |
CALIBRE CPA GROUP PLLC4+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $53,556 |
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 | $95,776-100.0% | $162,163-100.0% | $77,787-100.0% |
| Participation rate | 0.0% | 88.6%-88.6pp | 87.6%-87.6pp | 73.2%-73.2pp |
| Annual return | 1.71% | 37.03%-35.3pp | 115.59%-113.9pp | 32.57%-30.9pp |
| Employer contribution / active EE | $7,120 | $3,874+83.8% | $5,614+26.8% | $2,504+184.3% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,298-100.0% | $3,967-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $10,843-100.0% | $100-100.0% |