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 |
|---|---|---|
SLEVIN & HART, P.C.6 years Service code 29 · EIN 52-1708613 | Legal | $96,053 |
I.E. SHAFFER & CO.3 years Filed as: IE SCHAFFER & CO Service code 13 · EIN 22-1750854 | Contract Administrator | $39,000 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL, L.L.P. Service code 10 · EIN 75-0786316 | Accounting | $39,000 |
DAVID ROMANO2 years Filed as: DAVID W. NEW, P.C. Service code 20 · EIN 22-2553368 | Trustee (individual) | $8,290 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $5,000 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SVCS, INC. Service code 53 | Insurance Commissions | $3,136 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,779 | $68,346-84.2% | $94,646-88.6% | $75,163-85.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 5.07% | 616.93%-611.9pp | 156.71%-151.6pp | 160.62%-155.5pp |
| Employer contribution / active EE | $2,232 | $2,701-17.3% | $3,672-39.2% | $2,670-16.4% |
| Participant deferral / active EE | $0 | $6,537-100.0% | $7,418-100.0% | $4,125-100.0% |
| Admin fee / account holder | $397 | $5,326-92.6% | $7,231-94.5% | $5,651-93.0% |