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 |
|---|---|---|
MANNING & NAPIER4+ years Service code 28 · EIN 16-0995736 | Investment Management | $40,580 |
THE SEGAL COMPANY4+ years Filed as: SEGAL ROGERSCASEY Service code 20 · EIN 13-2646110 | Trustee (individual) | $34,097 |
ADMINISTRATION SERVICES INC.4+ years Filed as: ADMINISTRATION SERVICES, INC. Service code 12 · EIN 05-0345198 | Claims processing | $13,230 |
EXETER TRUST COMPANY4+ years Service code 21 · EIN 02-0476209 | Bank Trustee | $12,693 |
WARD FISHER & COMPANY4+ years Service code 10 · EIN 05-6016572 | Accounting | $10,600 |
RODIO & URSILLO3 years Filed as: RODIO & URSILLO LTD Service code 22 · EIN 05-0398359 | Insurance Broker | $9,900 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $91,315 | $55,449+64.7% | $83,848+8.9% | $56,287+62.2% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -1.91% | -1.38%-0.5pp | 850.88%-852.8pp | -9.96%+8.0pp |
| Employer contribution / active EE | $5,355 | $2,430+120.3% | $3,631+47.5% | $2,111+153.7% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $771 | $656+17.5% | $5,478-85.9% | $521+48.0% |