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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.
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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 |
|---|---|---|
MILLIMAN, INC.9 years Service code 15 · EIN 91-0675641 | Recordkeeping | $32,987 |
Service code 28 · EIN 82-3706323 | Investment Management | $28,436 |
PEAK ASSET MANAGEMENT LLC5 years Service code 28 · EIN 84-1291580 | Investment Management | $12,315 |
PRIVATE ADVISOR GROUP LLC5 years Filed as: PRIVATE CAPITAL MANAGEMENT LLC Service code 28 · EIN 37-1711781 | Investment Management | $8,938 |
KLCM ADVISORS INC5 years Service code 28 · EIN 39-1752579 | Investment Management | $6,260 |
CAPFINANCIAL PARTNERS LLC4 years Service code 28 · EIN 26-0058143 | Investment Management | $5,699 |
J V BRUNI AND COMPANY9 years Service code 28 · EIN 84-1233870 | Investment Management | $5,191 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $452,817 | $101,317+346.9% | $146,958+208.1% | $74,495+507.9% |
| Participation rate | 95.6% | 75.5%+20.0pp | 82.2%+13.4pp | 67.2%+28.4pp |
| Annual return | 12.44% | 8730.91%-8718.5pp | 418.34%-405.9pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $12,082 | $3,810+217.1% | $4,933+144.9% | $2,623+360.6% |
| Participant deferral / active EE | $9,962 | $7,303+36.4% | $8,070+23.4% | $4,346+129.2% |
| Admin fee / account holder | $490 | $1,739-71.8% | $12,998-96.2% | $1,942-74.7% |