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 4-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 |
|---|---|---|
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $11,193 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,980 |
SECURITIES AMERICA INC1+ years Filed as: M & T SECURITIES Service code 27 · EIN 16-1263079 285 DELAWARE AVE STE 2000 · NEW YORK, NY 14202 | Advisory (Plan) | $1,614 |
Filed as: FIDEITY INVESTMENTS INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,086 | $70,428-17.5% | $96,562-39.8% | $85,850-32.3% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 11.98% | 18.59%-6.6pp | 37.78%-25.8pp | 318.53%-306.6pp |
| Employer contribution / active EE | $1,531 | $1,413+8.3% | $2,356-35.0% | $2,565-40.3% |
| Participant deferral / active EE | $3,062 | $2,894+5.8% | $3,849-20.5% | $3,952-22.5% |
| Admin fee / account holder | $169 | $4,997-96.6% | $6,181-97.3% | $6,260-97.3% |