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 |
|---|---|---|
MILLIMAN, INC.5+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $167,589 |
AMERICAN FUNDS5+ years Filed as: ADVANCED CAPITAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $68,000 |
Filed as: NICOLLET INVESTMENT MANAGEMENT Service code 26 · EIN 41-0967364 | Advisory (Participants) | $32,692 |
BELLOADVISORS LLC5+ years Service code 26 · EIN 39-3885422 | Advisory (Participants) | $18,125 |
CAPFINANCIAL PARTNERS LLC3 years Service code 26 · EIN 26-0058143 | Advisory (Participants) | $17,570 |
FALKER INVESTMENTS INC2 years Service code 26 · EIN 41-1845081 | Advisory (Participants) | $10,787 |
MERCER1 year Filed as: MERCER GLOBAL ADVISORS INC. Service code 26 · EIN 74-3257877 | Advisory (Participants) | $9,539 |
Filed as: FINANCIAL & INVESTMENT MANAGEMENT Service code 26 · EIN 38-2562340 | Advisory (Participants) | $9,196 |
CHARLES SCHWAB & CO., INC.5+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $1,512 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,547 | $62,928+161.5% | $172,739-4.7% | $67,579+143.5% |
| Participation rate | 96.4% | 64.5%+31.9pp | 82.6%+13.7pp | 71.3%+25.1pp |
| Annual return | 20.60% | 30.36%-9.8pp | 802.84%-782.2pp | 378.56%-358.0pp |
| Employer contribution / active EE | $7,825 | $1,636+378.3% | $5,143+52.2% | $2,148+264.3% |
| Participant deferral / active EE | $5,133 | $2,145+139.3% | $5,198-1.2% | $3,539+45.0% |
| Admin fee / account holder | $316 | $167+89.7% | $13,954-97.7% | $142+122.2% |