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 |
|---|---|---|
Service code 28 · EIN 84-3937993 | Investment Management | $128,134 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $87,166 |
PANAGORA ASSET MANAGEMENT5+ years Service code 28 · EIN 04-3063840 | Investment Management | $77,889 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST COMPANY, LLC Service code 28 · EIN 20-8080381 | Investment Management | $77,083 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $53,905 |
INTECH INVESTMENT MANAGEMENT LLC5+ years Filed as: INTECH INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 01-0614895 | Investment Management | $51,642 |
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 23-2772200 | Investment Management | $49,612 |
BMO HARRIS BANK NA4+ years Filed as: BMO ASSET MANAGEMENT CORP. Service code 27 · EIN 36-3673844 | Advisory (Plan) | $49,486 |
FIDUCIARY INVESTMENT ADVISORS5+ years Filed as: FIDUCIARY TRUST INT'L OF THE SOUTH Service code 21 · EIN 65-0080824 | Bank Trustee | $48,882 |
Filed as: ARCHER, BYINGTON, GLENNON LEVINE Service code 29 · EIN 26-0873462 | Legal | $32,517 |
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 | $110,490 | $95,776+15.4% | $162,163-31.9% | $77,787+42.0% |
| Participation rate | 100.0% | 88.6%+11.4pp | 87.6%+12.4pp | 73.2%+26.8pp |
| Annual return | 12.75% | 37.03%-24.3pp | 115.59%-102.8pp | 32.57%-19.8pp |
| Employer contribution / active EE | $1,624 | $3,874-58.1% | $5,614-71.1% | $2,504-35.1% |
| Participant deferral / active EE | $4,871 | $6,125-20.5% | $7,298-33.3% | $3,967+22.8% |
| Admin fee / account holder | $378 | $88+331.2% | $10,843-96.5% | $100+277.9% |