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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.
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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 & KADJAN5+ years Service code 29 · EIN 36-2498571 | Legal | $193,804 |
ZENITH AMERICAN SOLUTIONS5+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $189,904 |
ASB CAPITAL MANAGEMENT5+ years Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $174,587 |
DEARBORN PARTNERS5+ years Filed as: DEARBORN PARTNERS, LLC Service code 51 200 W MADISON ST, STE 1950 · CHICAGO, IL 60606 | Investment Mgmt Fees | $170,395 |
GREAT LAKES ADVISORS, LLC5+ years Service code 51 · EIN 80-0292839 | Investment Mgmt Fees | $71,802 |
RHUMBLINE ADVISORS5+ years Service code 28 · EIN 04-3118582 | Investment Management | $66,722 |
MARQUETTE ASSOCIATES5+ years Filed as: MARQUETTE & ASSOCIATES Service code 16 · EIN 36-3485298 | Consulting | $62,583 |
NATIONAL INVESTMENT SERVICES5+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 51 · EIN 80-0169636 | Investment Mgmt Fees | $62,322 |
CALIBRE CPA GROUP PLLC5+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $58,175 |
BMO HARRIS BANK NA5+ years Filed as: BMO HARRIS BANK Service code 19 · EIN 36-2085229 | Securities Custodian | $42,733 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,715 | $110,699+75.0% | $177,821+8.9% | $90,288+114.6% |
| Participation rate | 100.0% | 88.3%+11.7pp | 87.7%+12.3pp | 73.4%+26.6pp |
| Annual return | 3.64% | 22.79%-19.1pp | 48.32%-44.7pp | 53.97%-50.3pp |
| Employer contribution / active EE | $8,149 | $4,118+97.9% | $5,918+37.7% | $2,524+222.9% |
| Participant deferral / active EE | $0 | $6,731-100.0% | $7,714-100.0% | $4,232-100.0% |
| Admin fee / account holder | $462 | $90+412.7% | $12,427-96.3% | $114+304.7% |