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 |
|---|---|---|
AMO MASTER OPERATING TRUST9 years Service code 12 · EIN 20-0406498 | Recordkeeping and information managem... | $2,054,022 |
MEKETA INVESTMENT GROUP3 years Filed as: MEKETA INVESTMENT GROUP, INC Service code 17 · EIN 04-2659023 | Pension Consulting | $214,407 |
WITHUMSMITH+BROWN, PC3 years Service code 10 · EIN 22-2027092 | Accounting | $183,510 |
HORIZON ACTUARIAL SERVICES, LLC10+ years Service code 11 · EIN 26-1370698 | Actuarial | $148,888 |
METROPOLITAN WEST ASSET MANAGEMENT10+ years Filed as: TCW ASSET MANAGEMENT COMPANY, LLC Service code 28 · EIN 95-3703295 | Investment Management | $75,968 |
Service code 19 · EIN 93-1799133 | Securities Custodian | $75,729 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP, INC Service code 12 · EIN 27-2037969 | Recordkeeping fees; Direct payment fr... | $72,251 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERV Service code 12 · EIN 01-0233346 | Recordkeeping fees; Participant commu... | $52,187 |
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 19 · EIN 13-5674085 | Securities Custodian | $46,300 |
OKSANA KOCHERGINA5 years Service code 15 5 FAIRWAY BLVD · MONROE TOWNSHIP, NJ 08831 | Recordkeeping | $17,628 |
See 1 actuary disclosure. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,213 | $190,2130% | $190,2130% | $190,2130% |
| Participation rate | 56.0% | 56.0%0pp | 56.0%0pp | 56.0%0pp |
| Annual return | 9.43% | 9.63%-0.2pp | 9.29%+0.1pp | 9.63%-0.2pp |
| Employer contribution / active EE | $27,999 | $14,607+91.7% | $37,513-25.4% | $14,607+91.7% |
| Participant deferral / active EE | $0 | $0 | - | - |
| Admin fee / account holder | $822 | $8220% | $8220% | $8220% |