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 |
|---|---|---|
Filed as: KEELEY-TETON ADVISORS Service code 28 · EIN 81-4164631 | Investment Management | $230,483 |
ASB CAPITAL MANAGEMENT9+ years Service code 28 · EIN 80-0618452 | Investment Management | $190,770 |
ZENITH AMERICAN SOLUTIONS9+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $190,200 |
ARNOLD & KADJAN9+ years Service code 29 · EIN 36-2498571 | Legal | $173,956 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 45-3008106 | Recordkeeping | $124,443 |
MARQUETTE ASSOCIATES9+ years Filed as: MARQUETTE & ASSOCIATES Service code 27 · EIN 36-3485298 | Advisory (Plan) | $70,000 |
NATIONAL INVESTMENT SERVICES9+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 84-3937993 | Investment Management | $68,244 |
CALIBRE CPA GROUP PLLC9+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $61,988 |
RICHARD J. WOLF & COMPANY8 years Filed as: RICHARD J WOLF & CO, INC Service code 10 · EIN 36-3182363 | Accounting | $54,035 |
GREENBERG TRAURIG7 years Filed as: GREENBERG TRAURIG LLP Service code 29 · EIN 13-3613083 | Legal | $30,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $307,543 | $241,101+27.6% | $103,333+197.6% | $199,593+54.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 12.59% | 17.80%-5.2pp | 24.88%-12.3pp | 34.25%-21.7pp |
| Employer contribution / active EE | $11,584 | $4,244+172.9% | $3,868+199.5% | $3,034+281.8% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $579 | $288+101.3% | $8,355-93.1% | $269+115.4% |