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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
Service code 49 · EIN 23-7381527 | Other Services | $72,558 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $25,608 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SERVIC Service code 15 100 CORPORATE PKWY SUITE 338 · AMHERST, NY 14226 | Recordkeeping | $16,340 |
LIFETIME BENEFIT SOLUTIONS9+ years Service code 15 70 METRO PARK · ROCHESTER, NY 14623 | Recordkeeping | $9,694 |
ROBERT PIZZO, ESQ.9+ years Filed as: ROBERT PIZZO, ESQ Service code 29 · EIN 82-0553395 | Legal | $8,000 |
BONADIO & CO., LLP9+ years Service code 10 · EIN 16-1131146 | Accounting | $7,700 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,097 | $80,724-82.5% | $103,333-86.4% | $74,495-81.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 1.91% | 27.56%-25.7pp | 24.88%-23.0pp | 1364.94%-1363.0pp |
| Employer contribution / active EE | $2,738 | $3,157-13.3% | $3,868-29.2% | $2,623+4.4% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $452 | $2,368-80.9% | $8,355-94.6% | $1,942-76.7% |