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 |
|---|---|---|
PDC ADMINISTRATIVE FUND10+ years Service code 49 · EIN 04-2824420 | Other Services | $550,296 |
SLC MANAGEMENT3 years Filed as: SUN LIFE CAPITAL MANAGEMENT LLC Service code 28 · EIN 68-0635051 | Investment Management | $317,783 |
AMERICAN REALTY ADVISORS10+ years Service code 28 · EIN 33-0123114 | Investment Management | $257,664 |
NEUBERGER BERMAN3 years Service code 28 · EIN 61-1591182 | Investment Management | $249,063 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $149,933 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $119,359 |
PUNCH & ASSOCIATES10+ years Filed as: PUNCH & ASSOCIATES INVESTMENT MGT Service code 28 · EIN 82-0566501 | Investment Management | $72,019 |
MEKETA INVESTMENT GROUP10+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $71,250 |
THE BANK OF NEW YORK MELLON7 years Filed as: BNY MELLON ASSET MANAGEMENT CAYMAN Service code 28 | Investment Management | $69,588 |
Service code 28 · EIN 98-0465834 | Investment Management | $68,196 |
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 | $85,296 | $103,641-17.7% | $107,525-20.7% | $102,872-17.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 6.72% | 13.08%-6.4pp | 181.32%-174.6pp | 19.06%-12.3pp |
| Employer contribution / active EE | $14,286 | $5,096+180.3% | $3,754+280.6% | $3,526+305.1% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $355 | $276+28.6% | $8,919-96.0% | $292+21.5% |