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 |
|---|---|---|
STIFEL NICOLAUS & CO INC6+ years Filed as: STIFEL NICOLAUS Service code 28 · EIN 43-0538770 501 NORTH BROADWAY · ST LOUIS, MO 631022110 | Investment Management | $33,728 |
AMERICAN FUNDS5+ years Service code 15 · EIN 95-6817943 PO BOX 6007 · INDIANAPOLIS, IN 462066007 | Recordkeeping | $19,375 |
ASSOCIATED PENSION CONSULTANTS6+ years Service code 10 · EIN 94-2456320 PO BOX 1282 · CHICO, CA 959270000 | Accounting | $17,393 |
MOSS ADAMS LLP6+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 402 EAST YAKIMA AVENUE STE 110 · YAKIMA, WA 989072650 | Accounting | $15,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $290,033 | $70,908+309.0% | $98,907+193.2% | $73,488+294.7% |
| Participation rate | 100.0% | 73.8%+26.2pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 12.98% | 34.17%-21.2pp | 196.43%-183.4pp | 28.51%-15.5pp |
| Employer contribution / active EE | $17,294 | $2,036+749.3% | $2,689+543.1% | $2,270+661.8% |
| Participant deferral / active EE | $2,728 | $3,500-22.0% | $4,244-35.7% | $3,740-27.0% |
| Admin fee / account holder | $343 | $535-35.9% | $6,642-94.8% | $513-33.2% |