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 PARTNERS8+ years Filed as: DEARBORN PARTNERS, LLC Service code 28 · EIN 36-4145621 | Investment Management | $202,745 |
ASB CAPITAL MANAGEMENT8+ years Service code 28 · EIN 80-0618452 | Investment Management | $196,447 |
ARNOLD & KADJAN8+ years Service code 29 · EIN 36-2498571 | Legal | $192,682 |
ZENITH AMERICAN SOLUTIONS8+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $190,200 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 45-3008106 | Recordkeeping | $122,275 |
CALIBRE CPA GROUP PLLC8+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $78,663 |
NATIONAL INVESTMENT SERVICES8+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 84-3937993 | Investment Management | $71,454 |
MARQUETTE ASSOCIATES8+ years Filed as: MARQUETTE & ASSOCIATES Service code 27 · EIN 36-3485298 | Advisory (Plan) | $62,000 |
GREENBERG TRAURIG6 years Filed as: GREENBERG TRAURIG LLP Service code 29 · EIN 13-3613083 | Legal | $30,000 |
RICHARD J. WOLF & COMPANY7 years Filed as: RICHARD J WOLF & CO, INC Service code 10 · EIN 36-3182363 | Accounting | $29,332 |
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.
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 | $272,028 | $88,480+207.4% | $96,683+181.4% | $80,160+239.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | -0.19% | 22.53%-22.7pp | 35.69%-35.9pp | 40.38%-40.6pp |
| Employer contribution / active EE | $10,971 | $4,176+162.7% | $3,737+193.6% | $2,978+268.4% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $559 | $212+163.8% | $6,730-91.7% | $145+285.5% |