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.9 years Filed as: MILLIMAN FINANCIAL RISK MANAGEMENT Service code 15 1301 FIFTH AVENUE STE 3800 · SEATTLE, WA 981012646 | Recordkeeping | $58,424 |
BENEFITS MANAGEMENT GROUP, INC.10+ years Filed as: BENEFITS MANAGEMENT GROUP INC Service code 14 · EIN 20-0188125 1520 KENSINGTON RD, SUITE 200 · OAK BROOK, IL 60523 | Plan Administrator | $28,800 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: GRAYSTONE CONSULTING, LLC Service code 28 505 MARKET ST, STE 300 · WEST DES MOINES, IA 50266 | Investment Management | $25,000 |
UHY LLP3 years Filed as: UHY, LLP Service code 10 · EIN 20-0694403 4200 UNIVERSITY AVE, SUITE 410 · WEST DES MOINES, IA 50266 | Accounting | $16,700 |
FOX ROTHSCHILD LLP3 years Filed as: FOX ROTHSCHILD, LLP Service code 29 321 N CLARK ST. STE 1600 · CHICAGO, IL 60654 | Legal | $15,000 |
BRADLEY HAUGE, CPA10+ years Service code 10 · EIN 45-5512453 4807 MARY GREEN CT NE · CEDAR RAPIDS, IA 52401 | Accounting | $8,708 |
Filed as: WASHINGTON STREET INS. GROUP Service code 22 12800 81ST CT. · PALOS PARK, IL 60464 | Insurance Broker | $8,192 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,715 | $82,917-9.9% | $103,333-27.7% | $77,643-3.8% |
| Participation rate | 98.4% | 71.6%+26.8pp | 74.5%+23.9pp | 70.6%+27.8pp |
| Annual return | 11.89% | 19.13%-7.2pp | 24.88%-13.0pp | 31.24%-19.3pp |
| Employer contribution / active EE | $1,963 | $3,552-44.7% | $3,868-49.2% | $2,726-28.0% |
| Participant deferral / active EE | $1,409 | $4,108-65.7% | $5,057-72.1% | $4,647-69.7% |
| Admin fee / account holder | $320 | $638-49.9% | $8,355-96.2% | $430-25.7% |