See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AMO MASTER OPERATING TRUST5+ years Service code 12 · EIN 20-0406498 | Claims processing; Recordkeeping and ... | $588,440 |
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037069 | Participant loan processing; Direct p... | $203,959 |
MATRIX TRUST COMPANY1 year Service code 12 · EIN 75-3182674 | Direct payment from the plan; Trustee... | $104,852 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 28 · EIN 13-5674085 | Investment Management | $43,878 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUMSMITH+BROWN Service code 10 · EIN 22-2027092 | Accounting | $35,954 |
TECH PLUS SYSTEMS, INC.5+ years Filed as: TECH PLUS Service code 15 · EIN 13-3599440 | Recordkeeping | $15,277 |
Service code 10 · EIN 51-0435869 | Accounting | $7,341 |
Filed as: VISION BRIDGE CONSULTANTS, INC. Service code 16 · EIN 65-0872650 | Consulting | $6,027 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $131,785 | $67,598+95.0% | $75,886+73.7% | $77,787+69.4% |
| Participation rate | 85.8% | 69.6%+16.2pp | 69.3%+16.5pp | 73.2%+12.6pp |
| Annual return | 21.42% | 23.18%-1.8pp | 30.76%-9.3pp | 32.57%-11.2pp |
| Employer contribution / active EE | $1,143 | $2,430-52.9% | $2,500-54.3% | $2,504-54.3% |
| Participant deferral / active EE | $8,668 | $3,502+147.5% | $3,603+140.6% | $3,967+118.5% |
| Admin fee / account holder | $339 | $96+252.3% | $5,418-93.7% | $100+239.1% |