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 Service code 28 · EIN 84-3937993 | Investment Management | $133,206 |
PANAGORA ASSET MANAGEMENT7+ years Service code 28 · EIN 04-3063840 | Investment Management | $98,226 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $96,230 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES TRUST COMPANY, LLC Service code 28 · EIN 20-8080381 | Investment Management | $81,567 |
INTECH INVESTMENT MANAGEMENT LLC7+ years Filed as: INTECH INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 01-0614895 | Investment Management | $71,836 |
LSV ASSET MANAGEMENT7+ years Service code 28 · EIN 23-2772200 | Investment Management | $61,835 |
BMO HARRIS BANK NA6+ years Filed as: BMO ASSET MANAGEMENT CORP. Service code 27 · EIN 36-3673844 | Advisory (Plan) | $57,137 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $53,000 |
COMPSPEC DESIGNS INC.7+ years Service code 15 · EIN 11-2603761 | Recordkeeping | $34,719 |
SCHULTHEIS & PANETTIERI, LLP7+ years Service code 10 · EIN 13-1577780 | Accounting | $33,000 |
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).
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,742 | $88,770+61.9% | $109,143+31.7% | $93,030+54.5% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 9.30% | 60.64%-51.3pp | 25.75%-16.4pp | 158.70%-149.4pp |
| Employer contribution / active EE | $2,128 | $3,780-43.7% | $3,722-42.8% | $2,706-21.4% |
| Participant deferral / active EE | $6,705 | $3,630+84.7% | $4,653+44.1% | $4,562+47.0% |
| Admin fee / account holder | $450 | $172+161.0% | $6,752-93.3% | $152+196.5% |