See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS5+ years Service code 13 · EIN 52-1590516 6301 INDIAN SCHOOL RD NE · ALBUQUERQUE, NM 87110 | Contract Administrator | $184,091 |
POLEN CAPITAL4 years Filed as: POLEN CAPITAL MANAGEMENT LLC Service code 28 · EIN 26-0319356 1825 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Investment Management | $130,129 |
LORD ABBETT5+ years Service code 28 · EIN 13-5620131 90 HUDSON STREET · JERSEY CITY, NJ 07302 | Investment Management | $97,991 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES Service code 28 · EIN 13-2638166 2155 LOUISIANA BLVD NE · ALBUQUERQUE, NM 87110 | Investment Management | $83,843 |
ATLANTA CAPITAL MANAGEMENT5+ years Filed as: ATLANTA CAPITAL Service code 28 · EIN 58-2236910 1075 PEACHTREE STREET NE · ATLANTA, GA 30309 | Investment Management | $45,340 |
WALKER & VAN HEIJENOORT5+ years Filed as: WALKER & VAN HEIJENOORT, P.C. Service code 29 · EIN 85-0365189 6508 POZA RICA CT NW · ALBUQUERQUE, NM 87107 | Legal | $42,158 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 94-1503999 1230 W WASHINGTON ST · TEMPE, AZ 85082 | Actuarial | $30,800 |
CAMBIAR INVESTORS LLC4 years Service code 28 · EIN 84-1596610 200 COLUMBINE STREET · DENVER, CO 80206 | Investment Management | $23,368 |
LAZARD ASSET MANAGEMENT4 years Service code 28 · EIN 05-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $12,625 |
FINDELL & COMPANY, P.C.5+ years Service code 10 · EIN 85-0357326 6605 UPTOWN BLVD NE · ALBUQUERQUE, NM 87110 | Accounting | $10,410 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,114 | $81,719-63.1% | $101,248-70.3% | $90,288-66.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | -8.58% | 337.64%-346.2pp | 46.47%-55.1pp | 53.97%-62.5pp |
| Employer contribution / active EE | $1,054 | $3,622-70.9% | $3,660-71.2% | $2,524-58.3% |
| Participant deferral / active EE | $584 | $3,310-82.4% | $4,370-86.6% | $4,232-86.2% |
| Admin fee / account holder | $392 | $162+142.1% | $5,945-93.4% | $114+243.6% |