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 |
|---|---|---|
MEBA MEDICAL AND BENEFITS PLAN6+ years Service code 15 · EIN 13-5590515 | Recordkeeping | $109,152 |
SLEVIN & HART, P.C.6+ years Service code 29 · EIN 52-1708613 | Legal | $41,639 |
NEPC, LLC6+ years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $41,256 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $28,857 |
THE SEGAL COMPANY6+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $11,352 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,927 | $74,462+97.3% | $81,983+79.2% | $90,288+62.7% |
| Participation rate | 94.1% | 69.7%+24.4pp | 69.2%+24.8pp | 73.4%+20.7pp |
| Annual return | 20.43% | 17.56%+2.9pp | 41.31%-20.9pp | 53.97%-33.5pp |
| Employer contribution / active EE | $229 | $2,334-90.2% | $2,498-90.8% | $2,524-90.9% |
| Participant deferral / active EE | $5,951 | $3,602+65.2% | $3,722+59.9% | $4,232+40.6% |
| Admin fee / account holder | $189 | $98+92.7% | $5,664-96.7% | $114+65.6% |