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 & NAPIER3+ years Service code 28 · EIN 16-0995736 | Investment Management | $73,920 |
THE SEGAL COMPANY3+ years Filed as: SEGAL ROGERSCASEY Service code 20 · EIN 13-2646110 | Trustee (individual) | $21,800 |
ADMINISTRATION SERVICES INC.3+ years Filed as: ADMINISTRATION SERVICES, INC. Service code 12 · EIN 05-0345198 | Claims processing | $13,230 |
EXETER TRUST COMPANY3+ years Service code 21 · EIN 02-0476209 | Bank Trustee | $11,030 |
RODIO & URSILLO2 years Filed as: RODIO & URSILLO LTD Service code 22 · EIN 05-0398359 | Insurance Broker | $9,900 |
WARD FISHER & COMPANY3+ years Service code 10 · EIN 05-6016572 | Accounting | $9,900 |
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 | $93,120 | $58,726+58.6% | $92,233+1.0% | $62,292+49.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 9.89% | 43.62%-33.7pp | 176.28%-166.4pp | 28.90%-19.0pp |
| Employer contribution / active EE | $4,521 | $2,392+89.0% | $3,679+22.9% | $2,042+121.4% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $899 | $556+61.6% | $5,194-82.7% | $479+87.6% |