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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGANSTANLEY Service code 28 · EIN 36-3145972 | Investment Management | $51,352 |
IBEW LOCAL 840 PENSION FUND7+ years Service code 49 · EIN 16-6075984 | Other Services | $44,193 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $15,914 |
BONADIO & CO., LLP7+ years Filed as: BONADIO & CO.,LLP Service code 10 · EIN 16-1131146 | Accounting | $12,000 |
ROBERT PIZZO, ESQ.5 years Filed as: ROBERT PIZZO Service code 29 · EIN 82-0553395 | Legal | $8,233 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 28 400 LINDEN OAKS · ROCHESTER, NY 14625 | Investment Management | $7,293 |
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 | $81,313 | $78,275+3.9% | $109,143-25.5% | $86,799-6.3% |
| Participation rate | 72.1% | 73.8%-1.8pp | 75.9%-3.8pp | 72.3%-0.2pp |
| Annual return | 6.34% | 19.14%-12.8pp | 25.75%-19.4pp | 97.91%-91.6pp |
| Employer contribution / active EE | $3,108 | $3,105+0.1% | $3,722-16.5% | $2,405+29.2% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $755 | $198+280.5% | $6,752-88.8% | $170+345.4% |