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 |
|---|---|---|
Service code 64 · EIN 04-2647786 PO BOX 770002, SLG6C · CINCINNATI, OH 452770090 | Recordkeeping Fees | $121,341 |
KOVITZ INVESTMENT GROUP6 years Service code 28 · EIN 91-2198169 115 SOUTH LASALLE ST. · CHICAGO, IL 60601 | Investment Management | $120,055 |
MEKETA INVESTMENT GROUP8+ years Service code 17 · EIN 04-2659023 100 LOWDER BROOK DRIVE · WESTWOOD, MA 02090 | Pension Consulting | $105,000 |
DOLAN MCENIRY CAPITAL MANAGEMENT8+ years Filed as: DOLAN, MCENIRY CAPITAL MANAGEMENT Service code 28 · EIN 36-4169967 120 N. LASALLE ST.STE1510 · CHICAGO, IL 60602 | Investment Management | $64,287 |
TIC INTERNATIONAL CORPORATION8+ years Filed as: TIC INTERNATIONAL Service code 13 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 489179275 | Contract Administrator | $52,620 |
Service code 28 · EIN 26-0340395 3 EMBARCADERO CENTER · SAN FRANCISCO, CA 94111 | Investment Management | $45,982 |
ERIC J. FERNANDEZ & CO.8+ years Filed as: ERIC J. FERNANDEZ & CO. CPA'S Service code 10 · EIN 36-3141842 895 W. MAIN ST. STE 1000 · WEST DUNDEE, IL 60118 | Accounting | $30,600 |
TRICON XI B LP8+ years Service code 99 · EIN 46-3560265 | Other Fees | $29,983 |
Filed as: BAUM, SIGMAN AUERBACH & NEUMAN LTD. Service code 29 · EIN 36-2744057 200 W. ADAMS ST. STE 2200 · CHICAGO, IL 606065231 | Legal | $24,745 |
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 | $384,837 | $92,971+313.9% | $96,683+298.0% | $74,419+417.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 2.04% | 37.49%-35.4pp | 35.69%-33.7pp | 34.38%-32.3pp |
| Employer contribution / active EE | $25,900 | $3,426+656.1% | $3,737+593.1% | $2,637+882.0% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $591 | $633-6.6% | $6,730-91.2% | $348+70.0% |