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 |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT COMPANY Service code 27 · EIN 04-2452803 | Advisory (Plan) | $413,516 |
BCHR US ACQUISITIONS INC.2 years Service code 11 · EIN 83-1116912 | Actuarial | $363,450 |
SEI INVESTMENTS5+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 21 · EIN 23-3060382 | Bank Trustee | $21,577 |
See 1 actuary disclosure. $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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $52,385 | $326,582-84.0% | $319,634-83.6% | $254,510-79.4% |
| Participation rate | 100.0% | 34.7%+65.3pp | 27.6%+72.4pp | 43.0%+57.0pp |
| Annual return | 3.38% | 203.80%-200.4pp | 174.94%-171.6pp | 259.13%-255.7pp |
| Employer contribution / active EE | $1,500,000 | $43,384+3357.5% | $38,590+3787.1% | $41,469+3517.2% |
| Participant deferral / active EE | $0 | $8-100.0% | $8-100.0% | $153-100.0% |
| Admin fee / account holder | $834 | $3,517-76.3% | $3,298-74.7% | $21,546-96.1% |