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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.
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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 |
|---|---|---|
Filed as: FIRST REPUBLIC INVESTMENT MGMNT Service code 27 · EIN 22-3623353 | Advisory (Plan) | $45,675 |
Service code 37 · EIN 04-2647786 | Loan Processing | $45,587 |
CARON & BLETZER, PLLC4 years Filed as: CARON AND BLETZER, PLLC Service code 10 · EIN 04-3499945 | Accounting | $21,475 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,336 |
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 | $67,417 | $91,762-26.5% | $67,502-0.1% | $77,643-13.2% |
| Participation rate | 75.6% | 75.9%-0.3pp | 72.9%+2.8pp | 70.6%+5.1pp |
| Annual return | 18.15% | 14.87%+3.3pp | 3512.12%-3494.0pp | 31.24%-13.1pp |
| Employer contribution / active EE | $2,417 | $3,181-24.0% | $2,731-11.5% | $2,726-11.3% |
| Participant deferral / active EE | $7,740 | $3,903+98.3% | $4,000+93.5% | $4,647+66.5% |
| Admin fee / account holder | $366 | $176+108.2% | $3,998-90.8% | $430-14.9% |