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 SERVICES6 years Service code 28 · EIN 84-3937993 | Investment Management | $143,573 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $134,846 |
LOOMIS SAYLES7 years Filed as: LOOMIS SAYLES TRUST COMPANY, LLC Service code 28 · EIN 20-8080381 | Investment Management | $100,205 |
PANAGORA ASSET MANAGEMENT10+ years Service code 28 · EIN 04-3063840 | Investment Management | $84,684 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $75,648 |
LSV ASSET MANAGEMENT10+ years Service code 28 · EIN 23-2772200 | Investment Management | $67,697 |
SCHULTHEIS & PANETTIERI, LLP10+ years Service code 10 · EIN 13-1577780 | Accounting | $38,000 |
ARCHER, BYINGTON, GLENNON & LEVINE10+ years Service code 29 · EIN 26-0873462 | Legal | $20,694 |
Service code 10 · EIN 13-3774222 | Accounting | $5,400 |
ULLICO10+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $0 |
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 | $147,693 | $241,101-38.7% | $103,333+42.9% | $199,593-26.0% |
| Participation rate | 99.9% | 78.3%+21.6pp | 74.5%+25.4pp | 72.0%+27.9pp |
| Annual return | 7.60% | 17.80%-10.2pp | 24.88%-17.3pp | 34.25%-26.6pp |
| Employer contribution / active EE | $1,951 | $4,244-54.0% | $3,868-49.6% | $3,034-35.7% |
| Participant deferral / active EE | $5,832 | $3,958+47.4% | $5,057+15.3% | $5,087+14.7% |
| Admin fee / account holder | $471 | $288+63.7% | $8,355-94.4% | $269+75.1% |