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 |
|---|---|---|
UNITED ADMINISTRATIVE SERVICES10+ years Service code 13 · EIN 94-1749354 | Contract Administrator | $315,914 |
NWPS2 years Service code 15 · EIN 91-2090931 | Recordkeeping | $224,880 |
FERGUSON WELLMAN CAPITAL MANAGEMENT10+ years Filed as: FERGUSON WELLMAN Service code 28 · EIN 93-0646988 | Investment Management | $204,293 |
MATRIX TRUST COMPANY10+ years Service code 21 · EIN 75-3182674 | Bank Trustee | $112,636 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 23-2384840 | Advisory (Participants) | $69,000 |
SMART SOURCE LLC2 years Filed as: SMART SOURCE CRITICAL COMMUNICATION Service code 36 7270 MCGINNIS FERRY RD · SUWANEE, GA 30024 | Direct payment from the plan; Copying... | $60,501 |
KRAW LAW GROUP10+ years Service code 29 · EIN 77-0171216 | Legal | $48,216 |
EIDE BAILLY LLP5 years Service code 10 · EIN 45-0250958 | Accounting | $47,943 |
MILLER KAPLAN ARASE LLP1 year Service code 10 · EIN 95-2036255 | Accounting | $30,000 |
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.
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 | $222,492 | $241,101-7.7% | $103,333+115.3% | $199,593+11.5% |
| Participation rate | 92.4% | 78.3%+14.1pp | 74.5%+17.9pp | 72.0%+20.4pp |
| Annual return | 10.93% | 17.80%-6.9pp | 24.88%-14.0pp | 34.25%-23.3pp |
| Employer contribution / active EE | $16,857 | $4,244+297.2% | $3,868+335.8% | $3,034+455.6% |
| Participant deferral / active EE | $8,604 | $3,958+117.4% | $5,057+70.1% | $5,087+69.1% |
| Admin fee / account holder | $336 | $288+16.8% | $8,355-96.0% | $269+24.9% |