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 |
|---|---|---|
NUVEEN9+ years Filed as: NWQ INVESTMENTS Service code 28 · EIN 47-0875103 | Investment Management | $852,855 |
POLEN CAPITAL2 years Filed as: POLEN CAPITAL MANAGEMENT LLC Service code 28 · EIN 26-0319356 | Investment Management | $535,828 |
COLUMBIA1 year Filed as: COLUMBIA MANAGEMENT Service code 28 · EIN 41-1533211 | Investment Management | $358,831 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 28 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Investment Management | $272,999 |
BENESYS, INC.9+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $216,649 |
Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 | Recordkeeping | $158,502 |
MATRIX TRUST COMPANY1 year Filed as: BROADRIDGE MATRIX TRUST CO Service code 19 · EIN 75-3182674 | Securities Custodian | $95,560 |
KRAW LAW GROUP9+ years Service code 29 · EIN 77-0171216 | Legal | $94,441 |
SUZANNE NEEDHAM3 years Service code 30 6293 SAN IGNACIO AVENUE · SAN JOSE, CA 95119 | Direct payment from the plan; Employe... | $51,046 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $48,880 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,389 | $88,480+133.3% | $96,683+113.5% | $80,160+157.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 14.95% | 22.53%-7.6pp | 35.69%-20.7pp | 40.38%-25.4pp |
| Employer contribution / active EE | $13,362 | $4,176+219.9% | $3,737+257.6% | $2,978+348.7% |
| Participant deferral / active EE | $5,614 | $3,959+41.8% | $4,878+15.1% | $5,017+11.9% |
| Admin fee / account holder | $836 | $212+294.6% | $6,730-87.6% | $145+476.5% |