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 |
|---|---|---|
MEBA MEDICAL AND BENEFITS PLAN9+ years Service code 15 · EIN 13-5590515 | Recordkeeping | $71,210 |
SLEVIN & HART, P.C.9+ years Service code 29 · EIN 52-1708613 | Legal | $49,653 |
Filed as: FIDELITY INVSMTS INST OPER CO LLC Service code 15 · EIN 04-2647786 | Recordkeeping | $47,975 |
NEPC, LLC9+ years Filed as: NEPC LLC Service code 17 · EIN 26-1429809 | Pension Consulting | $47,087 |
CONCUR TECHNOLOGIES1 year Filed as: CONCUR TECHNOLOGIES, INC Service code 49 · EIN 91-1608052 | Other Services | $33,561 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $23,819 |
WEAVER LLP1 year Filed as: BUCBHINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $19,858 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,299 | $70,115+20.2% | $70,515+19.5% | $80,160+5.2% |
| Participation rate | 95.7% | 71.7%+24.0pp | 68.3%+27.3pp | 72.9%+22.8pp |
| Annual return | 18.33% | 134.51%-116.2pp | 32.77%-14.4pp | 40.38%-22.1pp |
| Employer contribution / active EE | $5,021 | $3,021+66.2% | $2,973+68.9% | $2,978+68.6% |
| Participant deferral / active EE | $0 | $4,495-100.0% | $4,567-100.0% | $5,017-100.0% |
| Admin fee / account holder | $135 | $112+20.2% | $6,412-97.9% | $145-6.9% |