See peer percentile detail. $4.99 for your first month.
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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 |
|---|---|---|
AMO MASTER OPERATING TRUST6+ years Service code 12 · EIN 20-0406498 | Direct payment from the plan; Claims ... | $620,961 |
NEWPORT GROUP, INC.2 years Service code 12 · EIN 20-0406498 | Direct payment from the plan; Claims ... | $270,701 |
MATRIX TRUST COMPANY2 years Service code 12 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $111,893 |
WITHUMSMITH+BROWN, PC3 years Filed as: WITHUMSMITH+BROWN Service code 10 · EIN 22-2027092 | Accounting | $54,002 |
Filed as: MERRILL LYNCH, PIERCE, FENNER SMITH Service code 28 · EIN 13-5674085 | Investment Management | $44,000 |
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 | $150,462 | $74,462+102.1% | $81,983+83.5% | $90,288+66.6% |
| Participation rate | 100.0% | 69.7%+30.3pp | 69.2%+30.8pp | 73.4%+26.6pp |
| Annual return | 15.35% | 17.56%-2.2pp | 41.31%-26.0pp | 53.97%-38.6pp |
| Employer contribution / active EE | $1,224 | $2,334-47.6% | $2,498-51.0% | $2,524-51.5% |
| Participant deferral / active EE | $8,896 | $3,602+147.0% | $3,722+139.0% | $4,232+110.2% |
| Admin fee / account holder | $314 | $98+220.7% | $5,664-94.5% | $114+175.5% |