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 | $51,772 |
Service code 28 · EIN 13-3089070 | Investment Management | $23,856 |
LOOMIS SAYLES8+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $20,410 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $17,013 |
SEGALL BRYANT & HAMILL5 years Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 41-1788385 | Investment Management | $12,121 |
CROWLEY FLECK PLLP3 years Service code 29 · EIN 81-0122795 | Legal | $10,389 |
DELAWARE INVESTMENTS1 year Filed as: DELAWARE CHARTER GUARANTEE & TRUST Service code 19 · EIN 51-0099493 | Securities Custodian | $5,283 |
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 | $47,815 | $64,119-25.4% | $112,228-57.4% | $66,914-28.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -15.51% | -13.81%-1.7pp | 27.45%-43.0pp | 1.58%-17.1pp |
| Employer contribution / active EE | $5,608 | $3,005+86.6% | $3,635+54.3% | $2,544+120.4% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $529 | $625-15.4% | $6,410-91.8% | $593-10.9% |