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 |
|---|---|---|
MEKETA INVESTMENT GROUP7+ years Filed as: MEKETA Service code 27 · EIN 04-2659023 100 LOWDER BROK DR · WESTWOOD, MA 02090 | Advisory (Plan) | $62,000 |
REINHART BOERNER VAN DEUREN S.C.7+ years Service code 29 · EIN 39-1126909 1000 N. WATER ST STE 1700 · MILWAUKEE, WI 53202 | Legal | $42,537 |
Filed as: PLANMEMBER SECURITIES CORP Service code 27 6187 CARPINTERIA AVE. · CARPINTERIA, CA 93013 | Advisory (Plan) | $35,000 |
TIC INTERNATIONAL CORPORATION7+ years Filed as: TIC INTL CORP Service code 13 · EIN 13-2600875 11590 N MERIDIAN ST 600 · CARMEL, IN 46032 | Contract Administrator | $34,726 |
CALIBRE CPA GROUP PLLC5 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 WEST MONROE STREET, SUITE 310 · CHICAGO, IL 60606 | Accounting | $15,013 |
IBEW LOCAL UNION 1505 years Service code 49 · EIN 36-1581422 31290 N US HIGHWAY 45 UNIT B · LIBERTYVILLE, IL 60048 | Other Services | $14,152 |
Filed as: JOHN HANCOCK RETIREMENT SERVICES Service code 19 601 CONGRESS STREET · BOSTON, MA 02210 | Securities Custodian | $6,116 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,242 | $95,918+74.4% | $151,611+10.3% | $77,904+114.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.5%+12.5pp | 73.7%+26.3pp |
| Annual return | -12.98% | -5.50%-7.5pp | 3.33%-16.3pp | 12.21%-25.2pp |
| Employer contribution / active EE | $8,172 | $4,330+88.7% | $6,166+32.5% | $2,848+187.0% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,806-100.0% |
| Admin fee / account holder | $188 | $93+101.0% | $11,616-98.4% | $133+41.5% |