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, LLP3 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $110,097 |
DOAR RIECK KALEY & MACK9 years Service code 29 · EIN 13-4120430 | Legal | $61,162 |
HIGHLAND CONSULTING ASSOCIATES10+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 | Investment Management | $48,845 |
ATALANTA SOSNOFF8 years Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 28 · EIN 20-0461050 | Investment Management | $47,095 |
QUAN-VEST CONSULTANTS, INC.2 years Filed as: QUAN - VEST CONSULTANTS, INC. Service code 27 · EIN 11-2559669 | Advisory (Plan) | $27,120 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES, LLC Service code 15 · EIN 52-1796473 | Recordkeeping | $24,788 |
Filed as: DATA SURGE SOLUTIONS OF NY, INC. Service code 15 · EIN 83-0594917 | Recordkeeping | $20,616 |
WILMINGTON TRUST5 years Service code 19 · EIN 16-1486454 | Securities Custodian | $20,270 |
FUIMAN MOGILA, LLP1 year Service code 29 · EIN 93-1652658 | Legal | $14,554 |
CUNNINGHAM & CUNNINGHAM LLP11+ years Filed as: CUNNINGHAM & CUNNINGHAM, LLP Service code 29 · EIN 06-1506457 | Legal | $13,616 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $38,634 | $103,641-62.7% | $107,525-64.1% | $102,872-62.4% |
| Participation rate | 99.8% | 79.4%+20.4pp | 75.1%+24.7pp | 73.0%+26.8pp |
| Annual return | 8.65% | 13.08%-4.4pp | 181.32%-172.7pp | 19.06%-10.4pp |
| Employer contribution / active EE | $11,356 | $5,096+122.8% | $3,754+202.5% | $3,526+222.0% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $317 | $276+14.8% | $8,919-96.4% | $292+8.5% |