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 GROUP9 years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $68,500 |
REINHART BOERNER VAN DEUREN S.C.10+ years Filed as: REINHART, BOERNER, ET AL Service code 29 · EIN 39-1126909 | Legal | $56,981 |
WILSON-MCSHANE CORPORATION2 years Filed as: WILSON MCSHANE CORPORATION Service code 10 · EIN 39-1126909 | Accounting | $47,163 |
Filed as: BENDA, GRACE, STULZ & COMPNAY, PC Service code 10 · EIN 38-2284921 | Accounting | $13,600 |
Filed as: JOHN HANCOCK RETIREMENT PLAN Service code 12 · EIN 01-0233346 | Direct payment from the plan; Claims ... | $13,595 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $109,736 | $241,101-54.5% | $103,333+6.2% | $199,593-45.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 10.23% | 17.80%-7.6pp | 24.88%-14.7pp | 34.25%-24.0pp |
| Employer contribution / active EE | $6,812 | $4,244+60.5% | $3,868+76.1% | $3,034+124.5% |
| Participant deferral / active EE | $325 | $3,958-91.8% | $5,057-93.6% | $5,087-93.6% |
| Admin fee / account holder | $226 | $288-21.3% | $8,355-97.3% | $269-15.8% |