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 28 · EIN 82-0983489 | Investment Management | $148,391 |
F/M INVESTMENTS LLC1 year Service code 28 · EIN 93-4308588 | Investment Management | $130,811 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 28 · EIN 01-0233346 | Investment Management | $88,982 |
JOINT INDUSTRY BOARD1 year Filed as: JOINT MANAGED SERVICES ASSOCIATES Service code 10 · EIN 93-3685712 | Accounting | $85,782 |
COLLERAN, O'HARA & MILLS LLP3 years Filed as: COLLERAN O'HARA & MILLS LLP Service code 29 · EIN 11-2940050 | Legal | $70,457 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES LLC Service code 15 · EIN 52-1796473 | Recordkeeping | $68,189 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $63,249 |
AMALGAMATED BANK3 years Service code 19 · EIN 13-4920330 | Securities Custodian | $58,997 |
SCHULTHEIS & PANETTIERI, LLP2 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $57,650 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $46,474 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,094 | $241,101-10.8% | $103,333+108.2% | $199,593+7.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | -0.78% | 17.80%-18.6pp | 24.88%-25.7pp | 34.25%-35.0pp |
| Employer contribution / active EE | $15,314 | $4,244+260.8% | $3,868+295.9% | $3,034+404.7% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $565 | $288+96.5% | $8,355-93.2% | $269+110.2% |