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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 |
|---|---|---|
NORTHERN CAPITAL MANAGEMENT8 years Service code 26 · EIN 91-1548437 | Advisory (Participants) | $118,182 |
RANDALL & HURLEY, INC.10+ years Service code 15 · EIN 91-1661080 1328 N. WHITMAN LANE · LIBERTY LAKE, WA 99019 | Recordkeeping | $30,065 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 28 · EIN 13-5674085 | Investment Management | $25,488 |
GIBSON CAPITAL, LLC8 years Service code 26 6600 BROOKTREE COURT · WEXFORD, PA 15090 | Advisory (Participants) | $15,673 |
STOREHOUSE FINANCIAL2 years Service code 26 · EIN 20-4095550 | Advisory (Participants) | $11,631 |
Filed as: NORTH STAR RESOURCE GROUP Service code 26 2945 TRIVERTON PIKE DRIVE · MADISON, WI 537117509 | Advisory (Participants) | $9,879 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (other than securities); Di... | $8,518 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $385 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,303 | $50,815+262.7% | $155,509+18.5% | $77,643+137.4% |
| Participation rate | 98.7% | 63.1%+35.6pp | 78.2%+20.5pp | 70.6%+28.1pp |
| Annual return | 17.18% | 34.80%-17.6pp | 64.67%-47.5pp | 31.24%-14.1pp |
| Employer contribution / active EE | $7,670 | $1,993+284.9% | $4,672+64.1% | $2,726+181.4% |
| Participant deferral / active EE | $6,536 | $2,822+131.6% | $5,626+16.2% | $4,647+40.7% |
| Admin fee / account holder | $857 | $437+96.3% | $15,912-94.6% | $430+99.1% |