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 | $54,940 |
LOOMIS SAYLES5+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $21,766 |
Service code 28 · EIN 13-3089070 | Investment Management | $21,582 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $17,763 |
SEGALL BRYANT & HAMILL2 years Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 41-1788385 | Investment Management | $13,113 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK N.A. Service code 19 · EIN 94-1347393 | Securities Custodian | $11,195 |
CHRISTENSEN FULTON & FILZ, PLLC2 years Service code 29 · EIN 43-1991556 | Legal | $8,436 |
CAMBIAR INVESTORS LLC3 years Service code 28 · EIN 84-1596610 | Investment Management | $5,919 |
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 | $56,121 | $63,114-11.1% | $92,893-39.6% | $65,185-13.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 20.16% | 28.75%-8.6pp | 109.41%-89.3pp | 29.38%-9.2pp |
| Employer contribution / active EE | $6,168 | $2,571+140.0% | $3,653+68.9% | $2,177+183.4% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $597 | $624-4.3% | $5,794-89.7% | $847-29.6% |