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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS7+ years Service code 13 · EIN 52-1590516 2250 SOUTH RANCHO DRIVE, · LAS VEGAS, NV 89102 | Contract Administrator | $94,008 |
Filed as: NOVARA TESIJA & CATENACCI, PLLC Service code 29 · EIN 38-3763096 2000 TOWN CENTER, 2370 · SOUTHFIELD, MI 48075 | Legal | $53,044 |
RAEL & LETSON7+ years Service code 16 · EIN 94-2602731 35 NO. LAKE AVE, SUITE810 · PASADENA, CA 91101 | Consulting | $9,750 |
RUBINBROWN LLP5 years Filed as: RUBINBROWN Service code 10 · EIN 43-0765316 7881 WEST CHARLESTON BLVD · LAS VEGAS, NV 89117 | Accounting | $4,511 |
THE SEGAL COMPANY1 year Filed as: SEGAL BENZ Service code 16 333 WEST 34TH STREET · NEW YORK, NY 10001 | Consulting | $4,500 |
Filed as: BRANSTETTER, STRANCH, & JENNINGS Service code 16 703 SOUTH 8TH STREET · LAS VEGAS, NV 89101 | Consulting | $1,692 |
H.G. SAND AND ASSOC.7+ years Service code 10 · EIN 81-0350794 P. O. BOX 68 · SUN RIVER, MT 594830068 | Accounting | $1,070 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,804 | $86,897-89.9% | $151,611-94.2% | $64,808-86.4% |
| Participation rate | 99.8% | 87.3%+12.5pp | 87.5%+12.3pp | 71.5%+28.3pp |
| Annual return | -7.45% | -3.57%-3.9pp | 3.33%-10.8pp | 32.82%-40.3pp |
| Employer contribution / active EE | $2,463 | $4,010-38.6% | $6,166-60.1% | $2,506-1.7% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,310-100.0% |
| Admin fee / account holder | $106 | $153-30.8% | $11,616-99.1% | $188-43.6% |