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 PARTNERS7+ years Filed as: DEARBORN PARTNERS, LLC Service code 51 200 W MADISON ST, STE 1950 · CHICAGO, IL 60606 | Investment Mgmt Fees | $237,321 |
ZENITH AMERICAN SOLUTIONS7+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $190,200 |
ASB CAPITAL MANAGEMENT7+ years Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $185,478 |
ARNOLD & KADJAN7+ years Service code 29 · EIN 36-2498571 | Legal | $169,238 |
RHUMBLINE ADVISORS7+ years Service code 28 · EIN 04-3118582 | Investment Management | $78,281 |
NATIONAL INVESTMENT SERVICES7+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 51 · EIN 84-3937993 | Investment Mgmt Fees | $71,824 |
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS BANK Service code 19 · EIN 36-2085229 | Securities Custodian | $67,287 |
CALIBRE CPA GROUP PLLC7+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $64,143 |
GREAT LAKES ADVISORS, LLC7+ years Service code 51 · EIN 80-0292839 | Investment Mgmt Fees | $63,680 |
MARQUETTE ASSOCIATES7+ years Filed as: MARQUETTE & ASSOCIATES Service code 16 · EIN 36-3485298 | Consulting | $62,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,305 | $95,918+133.9% | $151,611+47.9% | $77,904+187.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.5%+12.5pp | 73.7%+26.3pp |
| Annual return | -1.37% | -5.50%+4.1pp | 3.33%-4.7pp | 12.21%-13.6pp |
| Employer contribution / active EE | $8,852 | $4,330+104.4% | $6,166+43.6% | $2,848+210.8% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,806-100.0% |
| Admin fee / account holder | $485 | $93+420.2% | $11,616-95.8% | $133+266.1% |