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) | $472,891 |
BCHR US ACQUISITIONS INC.3 years Service code 11 · EIN 83-1116912 | Actuarial | $432,265 |
SEI INVESTMENTS6+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 21 · EIN 23-3060382 | Bank Trustee | $22,907 |
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.
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 | $59,288 | $380,165-84.4% | $369,410-84.0% | $286,844-79.3% |
| Participation rate | 100.0% | 36.6%+63.4pp | 29.4%+70.6pp | 37.6%+62.4pp |
| Annual return | 14.66% | 8.06%+6.6pp | 8.28%+6.4pp | 9.30%+5.4pp |
| Employer contribution / active EE | $750,000 | $44,952+1568.5% | $40,747+1740.6% | $43,742+1614.6% |
| Participant deferral / active EE | $0 | $27-100.0% | $26-100.0% | $83-100.0% |
| Admin fee / account holder | $914 | $4,690-80.5% | $4,495-79.7% | $12,596-92.7% |