See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $1,101,095 |
METROPOLITAN MANAGEMENT SERVICES5+ years Service code 13 · EIN 45-3845437 | Contract Administrator | $197,960 |
Service code 10 · EIN 04-3652965 | Accounting | $97,719 |
DARREN TURTON5+ years Service code 30 · EIN 13-6595417 | Direct payment from the plan; Employe... | $77,316 |
Filed as: MICHAEL SPILLANE Service code 30 · EIN 13-6595417 | Employee (plan); Direct payment from ... | $72,497 |
NOVAK FRANCELLA LLC5+ years Service code 10 · EIN 61-1436956 | Accounting | $40,000 |
THE SEGAL COMPANY5+ years Filed as: SEGAL ADVISORS INC Service code 27 · EIN 13-2646110 | Advisory (Plan) | $28,000 |
Filed as: MARSHALL & MOSS,LLC Service code 10 · EIN 11-3360166 | Accounting | $21,135 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 06-0839113 | Actuarial | $15,500 |
BARNES, IACCARINO & SHEPHERD LLP5+ years Filed as: BARNES,IACCARINO,& SHEPHERD LLC Service code 29 · EIN 43-1995226 | Legal | $14,819 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,287 | $66,051+47.3% | $92,893+4.7% | $77,787+25.1% |
| Participation rate | 89.8% | 81.0%+8.8pp | 76.0%+13.8pp | 73.2%+16.6pp |
| Annual return | 20.38% | 20.69%-0.3pp | 109.41%-89.0pp | 32.57%-12.2pp |
| Employer contribution / active EE | $4,276 | $3,426+24.8% | $3,653+17.1% | $2,504+70.8% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,236-100.0% | $3,967-100.0% |
| Admin fee / account holder | $440 | $148+197.4% | $5,794-92.4% | $100+339.3% |