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 GROUP8+ years Filed as: MEKETA Service code 27 · EIN 04-2659023 100 LOWDER BROK DR · WESTWOOD, MA 02090 | Advisory (Plan) | $62,000 |
TIC INTERNATIONAL CORPORATION8+ years Filed as: TIC INTL CORP Service code 13 · EIN 13-2600875 11590 N MERIDIAN ST 600 · CARMEL, IN 46032 | Contract Administrator | $34,726 |
REINHART BOERNER VAN DEUREN S.C.8+ years Service code 29 · EIN 39-1126909 1000 N. WATER ST STE 1700 · MILWAUKEE, WI 53202 | Legal | $34,699 |
IBEW LOCAL UNION 1506 years Service code 49 · EIN 36-1581422 31290 N US HIGHWAY 45 UNIT B · LIBERTYVILLE, IL 60048 | Other Services | $17,857 |
CALIBRE CPA GROUP PLLC6 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 WEST MONROE STREET, SUITE 310 · CHICAGO, IL 60606 | Accounting | $16,675 |
Filed as: JOHN HANCOCK RETIREMENT SERVICES Service code 19 601 CONGRESS STREET · BOSTON, MA 02210 | Securities Custodian | $7,577 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,490 | $112,686+69.9% | $169,993+12.6% | $80,160+138.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 87.0%+13.0pp | 72.9%+27.1pp |
| Annual return | 12.70% | 67.04%-54.3pp | 53.37%-40.7pp | 40.38%-27.7pp |
| Employer contribution / active EE | $9,142 | $4,481+104.0% | $6,785+34.7% | $2,978+207.0% |
| Participant deferral / active EE | $0 | $7,876-100.0% | $10,408-100.0% | $5,017-100.0% |
| Admin fee / account holder | $162 | $99+63.9% | $12,815-98.7% | $145+12.1% |