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 |
|---|---|---|
PENDO ADVISORS1 year Filed as: PENDO ADVISORS LLC Service code 34 200 S. WACKER DR SUITE 3100 · CHICAGO, IL 60606 | Valuation (appraisals, etc.); Direct ... | $15,500 |
Filed as: THE MGM GROUP, INC Service code 20 1225 BELL ROAD STE A BOX 212 · CHAGRIN FALLS, OH 44022 | Direct payment from the plan; Trustee... | $7,057 |
Filed as: PRINCIPAL Service code 15 711 HIGH STREET · DES MOINES, IA 50392 | Recordkeeping | $5,500 |
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 | $42,294 | $49,915-15.3% | $154,803-72.7% | $74,304-43.1% |
| Participation rate | 95.4% | 54.0%+41.5pp | 78.1%+17.3pp | 60.3%+35.1pp |
| Annual return | -0.54% | 34.06%-34.6pp | 58.88%-59.4pp | 29.43%-30.0pp |
| Employer contribution / active EE | $4,258 | $1,611+164.2% | $4,305-1.1% | $2,241+90.0% |
| Participant deferral / active EE | $0 | $2,255-100.0% | $5,540-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $2,189-100.0% | $14,329-100.0% | $2,969-100.0% |