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 |
|---|---|---|
Filed as: NORIDIAN BENEFIT PLAN ADMINISTRATOR Service code 13 · EIN 45-0173185 | Contract Administrator | $55,274 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY MANAGED ACCOUNT SER Service code 28 · EIN 26-4310632 2000 WESTCHESTER AVENUE 2ND FLOOR · PURCHASE, NY 10577 | Investment Management | $46,135 |
ANDERSON & BOTTRELL3+ years Service code 29 · EIN 45-0428353 | Legal | $39,180 |
LOCAL UNION 3002 years Service code 13 · EIN 41-1902201 | Contract Administrator | $26,815 |
EIDE BAILLY LLP3+ years Service code 10 · EIN 45-0250958 | Accounting | $13,525 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,308 | $60,545-3.7% | $92,233-36.8% | $69,631-16.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 15.48% | 19.71%-4.2pp | 176.28%-160.8pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $3,546 | $2,633+34.7% | $3,679-3.6% | $2,032+74.5% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $314 | $145+117.0% | $5,194-94.0% | $110+184.4% |