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 |
|---|---|---|
WELLS FARGO BANK, N.A.9+ years Filed as: WELLS FARGO ADVISORS Service code 19 · EIN 34-1542819 | Securities Custodian | $243,974 |
REINHART BOERNER VAN DEUREN S.C.10+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $103,124 |
NATIONAL EMPLOYEE BENEFIT ADMIN10+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMINIST Service code 13 · EIN 65-0498809 | Contract Administrator | $58,500 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $34,120 |
Filed as: MY BENEFIT ADMINISTRATOR INC. Service code 13 · EIN 99-0940151 | Contract Administrator | $28,500 |
SAWGRASS ASSET MANAGEMENT10+ years Filed as: SAWGRASS ASSET MANAGEMENT LLC Service code 51 · EIN 59-3488505 | Investment Mgmt Fees | $21,670 |
TOP DRAWER, INC.1 year Filed as: TOP DRAWER MEDIA SOLUTIONS INC Service code 49 · EIN 59-1550960 | Other Services | $10,703 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,175 | $82,917-14.2% | $103,333-31.1% | $77,643-8.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 11.77% | 19.13%-7.4pp | 24.88%-13.1pp | 31.24%-19.5pp |
| Employer contribution / active EE | $4,412 | $3,552+24.2% | $3,868+14.1% | $2,726+61.9% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $711 | $638+11.4% | $8,355-91.5% | $430+65.2% |