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 |
|---|---|---|
NATIONAL INVESTMENT SERVICES3+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 80-0169636 | Investment Management | $86,487 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $71,730 |
PANAGORA ASSET MANAGEMENT3+ years Service code 28 · EIN 04-3063840 | Investment Management | $68,017 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $53,169 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $50,889 |
BMO HARRIS BANK NA2+ years Filed as: BMO ASSET MANAGEMENT CORP. Service code 27 · EIN 36-3673844 | Advisory (Plan) | $48,277 |
INTECH INVESTMENT MANAGEMENT LLC3+ years Filed as: INTECH INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 01-0614895 | Investment Management | $47,663 |
Service code 29 · EIN 26-0873462 | Legal | $41,068 |
WESTERN ASSET MANAGEMENT COMPANY3+ years Service code 28 · EIN 95-2705767 | Investment Management | $38,404 |
FIDUCIARY INVESTMENT ADVISORS3+ years Filed as: FIDUCIARY TRUST INT'L OF THE SOUTH Service code 21 · EIN 65-0080824 | Bank Trustee | $37,310 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,682 | $89,274+17.3% | $149,718-30.1% | $77,958+34.3% |
| Participation rate | 100.0% | 87.6%+12.4pp | 87.1%+12.9pp | 71.6%+28.4pp |
| Annual return | 9.71% | 20.36%-10.7pp | 1501.63%-1491.9pp | 20.87%-11.2pp |
| Employer contribution / active EE | $1,570 | $3,727-57.9% | $5,445-71.2% | $2,310-32.1% |
| Participant deferral / active EE | $4,614 | $5,382-14.3% | $6,569-29.8% | $3,537+30.5% |
| Admin fee / account holder | $380 | $240+58.5% | $11,283-96.6% | $97+290.3% |