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 |
|---|---|---|
CSM&D1 year Filed as: CSM ADVISORS LLC Service code 17 · EIN 84-3346426 | Pension Consulting | $0 |
JOHN F. DASCOLI, PLLC6+ years Filed as: JOHN DASCOLI Service code 29 · EIN 20-5780253 | Legal | $0 |
MEPT2 years Filed as: MEPT INVESTMENTS Service code 17 · EIN 52-6218800 | Pension Consulting | $0 |
OAKBROOK INVESTMENTS, LLC4 years Filed as: OAKBROOK INVESTMENTS Service code 52 · EIN 36-4211742 | Indirect Investment Fees | $0 |
STANDARD VALUATIONS4 years Service code 17 · EIN 41-1327339 | Pension Consulting | $0 |
SUTTLE & STALNAKER, PLLC6+ years Service code 10 · EIN 55-0538163 | Accounting | $0 |
THE TRAVELERS INDEMNITY COMPANY5+ years Filed as: TRAVELERS CASUALTY & SURETY CO Service code 19 · EIN 06-6033504 | Securities Custodian | $0 |
Filed as: UNITED BANK Service code 21 · EIN 54-1071198 | Bank Trustee | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,901 | $91,517-6.1% | $101,248-15.2% | $73,409+17.0% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 12.08% | 17.17%-5.1pp | 46.47%-34.4pp | 59.29%-47.2pp |
| Employer contribution / active EE | $5,394 | $2,877+87.5% | $3,660+47.4% | $2,234+141.5% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $434 | $216+101.1% | $5,945-92.7% | $158+175.0% |