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 | $56,488 |
Service code 29 · EIN 92-2729620 | Legal | $22,824 |
Service code 28 · EIN 06-1614949 | Investment Management | $22,421 |
LOOMIS SAYLES9+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $20,866 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $17,823 |
SEGALL BRYANT & HAMILL6 years Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 41-1788385 | Investment Management | $11,543 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $6,501 |
CROWLEY FLECK PLLP4 years Service code 29 · EIN 81-0122795 | Legal | $5,416 |
DELAWARE INVESTMENTS2 years Filed as: DELAWARE CHARTER GUARANTEE & TRUST Service code 19 · EIN 51-0099493 | Securities Custodian | $5,160 |
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 | $53,996 | $76,670-29.6% | $96,683-44.2% | $71,457-24.4% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 17.74% | 48.29%-30.5pp | 35.69%-18.0pp | 28.85%-11.1pp |
| Employer contribution / active EE | $5,536 | $3,031+82.6% | $3,737+48.1% | $2,588+113.9% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $593 | $2,028-70.8% | $6,730-91.2% | $1,587-62.6% |