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 9-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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 27 · EIN 94-1671384 | Advisory (Plan) | $115,368 |
LAZARD ASSET MANAGEMENT3 years Filed as: LAZARD GLOBAL EQUITY Service code 27 · EIN 05-0530199 | Advisory (Plan) | $34,628 |
SEGALL BRYANT & HAMILL4+ years Service code 28 · EIN 41-1788385 | Investment Management | $34,551 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $29,242 |
CALLAN LLC4+ years Filed as: NWQ INVESTMENT MGMT CO. Service code 27 · EIN 04-3161887 | Advisory (Plan) | $23,852 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 41-6257133 | Bank Trustee | $21,163 |
ABRAMS & ASSOCIATES4+ years Service code 10 · EIN 94-3132243 | Accounting | $16,215 |
Filed as: COMYNS SMITH MCCLEARY & DEAVER, LLP Service code 10 · EIN 68-0307221 | Accounting | $12,253 |
BRANDES INVESTMENT PARTNERS4+ years Service code 28 · EIN 33-0090873 | Investment Management | $5,997 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,708 | $55,790+286.6% | $76,817+180.8% | $67,579+219.2% |
| Participation rate | 100.0% | 71.1%+28.9pp | 72.1%+27.9pp | 71.3%+28.7pp |
| Annual return | 184.75% | 64.45%+120.3pp | 1166.11%-981.4pp | 378.56%-193.8pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,302-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $0 | $2,875-100.0% | $3,336-100.0% | $3,539-100.0% |
| Admin fee / account holder | $418 | $159+162.5% | $6,420-93.5% | $142+193.6% |