See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER1+ years Service code 28 · EIN 16-0995736 | Investment Management | $68,023 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 20 · EIN 13-2646110 | Trustee (individual) | $21,200 |
ADMINISTRATION SERVICES INC.1+ years Filed as: ADMINISTRATION SERVICES, INC. Service code 12 · EIN 05-0345198 | Claims processing | $13,230 |
EXETER TRUST COMPANY1+ years Service code 21 · EIN 02-0476209 | Bank Trustee | $9,827 |
WARD FISHER & COMPANY1+ years Service code 10 · EIN 05-6016572 | Accounting | $8,900 |
HINCKLEY ALLEN & SNYDER LLP1+ years Filed as: HINKLEY ALLEN & SNYDER Service code 22 · EIN 05-0262309 | Insurance Broker | $5,952 |
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.
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 | $85,025 | $50,464+68.5% | $75,781+12.2% | $52,331+62.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | -2.16% | 1.03%-3.2pp | 9.68%-11.8pp | 4.54%-6.7pp |
| Employer contribution / active EE | $4,365 | $1,988+119.5% | $3,323+31.4% | $1,882+132.0% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,651-100.0% | $3,022-100.0% |
| Admin fee / account holder | $890 | $1,103-19.3% | $5,299-83.2% | $592+50.5% |