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 |
|---|---|---|
Service code 14 · EIN 81-0448832 | Plan Administrator | $60,293 |
Service code 28 · EIN 13-3089070 | Investment Management | $20,195 |
LOOMIS SAYLES3+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $16,778 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $14,975 |
DENVER INVESTMENTS3+ years Service code 28 · EIN 84-1284659 | Investment Management | $11,463 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK N.A. Service code 19 · EIN 94-1347393 | Securities Custodian | $10,370 |
CAMBIAR INVESTORS LLC1 year Service code 28 · EIN 84-1596610 | Investment Management | $5,831 |
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 | $47,697 | $58,726-18.8% | $92,233-48.3% | $62,292-23.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.76% | 43.62%-28.9pp | 176.28%-161.5pp | 28.90%-14.1pp |
| Employer contribution / active EE | $6,836 | $2,392+185.8% | $3,679+85.8% | $2,042+234.8% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $517 | $556-7.1% | $5,194-90.1% | $479+7.8% |