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 & NAPIER2+ years Service code 28 · EIN 16-0995736 | Investment Management | $67,577 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ROGERSCASEY Service code 20 · EIN 13-2646110 | Trustee (individual) | $21,800 |
ADMINISTRATION SERVICES INC.2+ years Filed as: ADMINISTRATION SERVICES, INC. Service code 12 · EIN 05-0345198 | Claims processing | $13,230 |
EXETER TRUST COMPANY2+ years Service code 21 · EIN 02-0476209 | Bank Trustee | $10,079 |
RODIO & URSILLO1 year Filed as: RODIO & URSILLO LTD Service code 22 · EIN 05-0398359 | Insurance Broker | $9,900 |
WARD FISHER & COMPANY2+ years Service code 10 · EIN 05-6016572 | Accounting | $9,400 |
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 | $88,004 | $52,884+66.4% | $84,750+3.8% | $55,167+59.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 2.84% | 18.03%-15.2pp | 22.78%-19.9pp | 169.23%-166.4pp |
| Employer contribution / active EE | $4,669 | $2,233+109.1% | $3,574+30.6% | $1,963+137.9% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $891 | $581+53.5% | $5,332-83.3% | $504+76.9% |