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 |
|---|---|---|
MILLIMAN, INC.7 years Service code 15 · EIN 91-0675641 | Recordkeeping | $28,787 |
GOLDMAN SACHS2 years Filed as: UNITED CAPITAL FINANCIAL ADVISOR Service code 28 · EIN 27-0493248 | Investment Management | $21,993 |
PRIVATE ADVISOR GROUP LLC3 years Filed as: PRIVATE CAPITAL MANAGEMENT LLC Service code 28 · EIN 37-1711781 | Investment Management | $14,326 |
STONEBRIDGE6 years Filed as: STONEBRIDGE CAPITAL FINANCIAL ADVIS Service code 28 · EIN 41-1860983 | Investment Management | $12,847 |
PEAK ASSET MANAGEMENT LLC3 years Service code 28 · EIN 84-1291580 | Investment Management | $11,741 |
FISHER INVESTMENTS1 year Service code 28 · EIN 20-2480800 | Investment Management | $7,123 |
CAPFINANCIAL PARTNERS LLC2 years Service code 28 · EIN 26-0058143 | Investment Management | $4,696 |
GHP INVESTMENT ADVISORS INC3 years Service code 28 · EIN 84-1314618 | Investment Management | $4,282 |
J V BRUNI AND COMPANY7 years Service code 28 · EIN 84-1233870 | Investment Management | $4,194 |
OARSMAN CAPITAL INC3 years Service code 28 · EIN 39-2004107 | Investment Management | $3,922 |
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).
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 | $540,211 | $84,487+539.4% | $125,339+331.0% | $66,914+707.3% |
| Participation rate | 92.9% | 76.4%+16.5pp | 82.4%+10.5pp | 69.8%+23.1pp |
| Annual return | -14.98% | -8.39%-6.6pp | 572.05%-587.0pp | 1.58%-16.6pp |
| Employer contribution / active EE | $11,382 | $3,553+220.4% | $4,814+136.5% | $2,544+347.4% |
| Participant deferral / active EE | $9,813 | $6,781+44.7% | $7,446+31.8% | $4,237+131.6% |
| Admin fee / account holder | $473 | $685-31.0% | $10,010-95.3% | $593-20.3% |