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 |
|---|---|---|
Filed as: GRANTHAM, MAYO, VANOTTERLOO & CO Service code 28 · EIN 02-0648221 | Investment Management | $566,815 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $498,068 |
Filed as: J.P. MORGAN INVESTMENT MGMT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $492,938 |
Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $446,500 |
MFS INVESTMENT MANAGEMENT5+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $388,380 |
WESTERN ASSET MANAGEMENT COMPANY5+ years Service code 28 · EIN 95-2705767 | Investment Management | $364,288 |
SEYFARTH SHAW LLP5+ years Service code 29 · EIN 36-2152202 | Legal | $284,139 |
BLACKROCK2 years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC Service code 28 · EIN 13-3806691 | Investment Management | $229,801 |
THE SEGAL COMPANY5+ years Filed as: NIGRO KARLIN SEGAL & FELDSTEIN LLP Service code 10 · EIN 95-3632775 | Accounting | $226,513 |
PANAGORA ASSET MANAGEMENT4 years Filed as: PANAGORA Service code 51 · EIN 04-3063840 | Investment Mgmt Fees | $184,595 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $79,355 | $121,259-34.6% | $162,163-51.1% | $89,569-11.4% |
| Participation rate | 100.0% | 90.0%+10.0pp | 87.6%+12.4pp | 69.6%+30.4pp |
| Annual return | 11.37% | 22.23%-10.9pp | 115.59%-104.2pp | 34.56%-23.2pp |
| Employer contribution / active EE | $1,971 | $4,435-55.6% | $5,614-64.9% | $2,584-23.7% |
| Participant deferral / active EE | $1,332 | $6,620-79.9% | $7,298-81.7% | $4,220-68.4% |
| Admin fee / account holder | $407 | $101+304.1% | $10,843-96.2% | $72+468.8% |