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 |
|---|---|---|
MILLIMAN, INC.8+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $199,417 |
WILLIAM C. EARHART CO., INC.8+ years Service code 13 · EIN 93-0509592 | Contract Administrator | $64,250 |
WEINBERG, ROGER & ROSENFELD8+ years Service code 29 · EIN 94-2458080 | Legal | $23,023 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH+ BROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $18,600 |
NEPC, LLC8+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $14,053 |
MATRIX TRUST COMPANY7 years Filed as: MATRIX TRUST CO. Service code 15 · EIN 75-3182674 | Recordkeeping | $9,258 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,763 | $76,774-95.1% | $112,228-96.6% | $77,904-95.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -10.44% | -10.25%-0.2pp | 27.45%-37.9pp | 12.21%-22.6pp |
| Employer contribution / active EE | $476 | $3,977-88.0% | $3,635-86.9% | $2,848-83.3% |
| Participant deferral / active EE | $173 | $3,778-95.4% | $4,728-96.3% | $4,806-96.4% |
| Admin fee / account holder | $86 | $239-63.8% | $6,410-98.7% | $133-34.7% |