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 |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP2 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $95,226 |
DOAR RIECK KALEY & MACK8 years Service code 29 · EIN 13-4120430 | Legal | $55,643 |
HIGHLAND CONSULTING ASSOCIATES9+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 | Investment Management | $47,018 |
ATLANTA CAPITAL MANAGEMENT2 years Filed as: ATLANTA SOSNOFF CAPITAL, LLC Service code 28 · EIN 20-0461050 | Investment Management | $45,212 |
FUIMAN MOGILA, LLP1 year Filed as: FUMAN MOGILA LLP Service code 29 · EIN 93-1652658 | Legal | $30,432 |
Filed as: QUAN - VEST CONSULTANTS, INC. Service code 27 · EIN 11-2559669 | Advisory (Plan) | $26,724 |
Filed as: DATA SURGE SOLUTIONS OF NY, INC. Service code 15 · EIN 83-0594917 | Recordkeeping | $26,042 |
WILMINGTON TRUST4 years Service code 19 · EIN 16-1486454 | Securities Custodian | $22,248 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $16,167 |
CUNNINGHAM & CUNNINGHAM LLP10+ years Filed as: CUNNINGHAM & CUNNINGHAM, LLP Service code 29 · EIN 06-1506457 | Legal | $16,094 |
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.
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 | $35,777 | $241,101-85.2% | $103,333-65.4% | $199,593-82.1% |
| Participation rate | 99.8% | 78.3%+21.6pp | 74.5%+25.3pp | 72.0%+27.9pp |
| Annual return | 7.90% | 17.80%-9.9pp | 24.88%-17.0pp | 34.25%-26.4pp |
| Employer contribution / active EE | $9,298 | $4,244+119.1% | $3,868+140.4% | $3,034+206.4% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $302 | $288+5.1% | $8,355-96.4% | $269+12.5% |