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 17 · EIN 13-5674085 | Pension Consulting | $10,218 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,883 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674082 150 N COLLEGE ST. · STATE COLLEGE, PA 16801 | Advisory (Participants) | $8,015 |
Service code 13 | Contract Administrator | $1,203 |
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 | $65,306 | $105,181-37.9% | $159,436-59.0% | $85,850-23.9% |
| Participation rate | 91.8% | 75.8%+16.1pp | 82.8%+9.0pp | 69.3%+22.5pp |
| Annual return | 12.07% | 45.07%-33.0pp | 263.57%-251.5pp | 318.53%-306.5pp |
| Employer contribution / active EE | $1,444 | $3,318-56.5% | $4,829-70.1% | $2,565-43.7% |
| Participant deferral / active EE | $5,830 | $5,945-1.9% | $7,352-20.7% | $3,952+47.5% |
| Admin fee / account holder | $418 | $6,933-94.0% | $10,799-96.1% | $6,260-93.3% |