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 |
|---|---|---|
Filed as: FIRST REPUBLIC INVESTMENT MGMNT Service code 27 · EIN 22-3623353 | Advisory (Plan) | $30,295 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,572 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,013 | $44,960+51.3% | $84,966-20.0% | $74,495-8.7% |
| Participation rate | 87.7% | 49.4%+38.3pp | 67.5%+20.2pp | 67.2%+20.5pp |
| Annual return | 14.23% | 26.24%-12.0pp | 66.38%-52.2pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $1,071 | $1,457-26.5% | $2,727-60.7% | $2,623-59.2% |
| Participant deferral / active EE | $12,287 | $2,731+350.0% | $4,519+171.9% | $4,346+182.7% |
| Admin fee / account holder | $313 | $2,209-85.8% | $6,149-94.9% | $1,942-83.9% |