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 | $184,869 |
MEKETA INVESTMENT GROUP9+ years Service code 17 · EIN 04-2659023 100 LOWDER BROOK DRIVE · WESTWOOD, MA 02090 | Pension Consulting | $105,000 |
DOLAN MCENIRY CAPITAL MANAGEMENT9+ years Filed as: DOLAN, MCENIRY CAPITAL MANAGEMENT Service code 28 · EIN 36-4169967 120 N. LASALLE ST.STE1510 · CHICAGO, IL 60602 | Investment Management | $60,591 |
TIC INTERNATIONAL CORPORATION9+ years Filed as: TIC INTERNATIONAL Service code 13 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 489179275 | Contract Administrator | $54,776 |
Service code 28 · EIN 26-0340395 3 EMBARCADERO CENTER · SAN FRANCISCO, CA 94111 | Investment Management | $42,658 |
ERIC J. FERNANDEZ & CO.9+ 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 | $28,075 |
Filed as: BAUM, SIGMAN AUERBACH & NEUMAN LTD. Service code 29 · EIN 36-2744057 200 W. ADAMS ST. STE 2200 · CHICAGO, IL 606065231 | Legal | $25,009 |
TRICON XI B LP9+ years Service code 99 · EIN 46-3560265 | Other Fees | $16,408 |
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 | $403,243 | $82,917+386.3% | $103,333+290.2% | $77,643+419.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 12.79% | 19.13%-6.3pp | 24.88%-12.1pp | 31.24%-18.5pp |
| Employer contribution / active EE | $27,344 | $3,552+669.9% | $3,868+607.0% | $2,726+903.2% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $485 | $638-24.0% | $8,355-94.2% | $430+12.7% |