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 |
|---|---|---|
Service code 13 140 SYLVAN AVENUE SUITE 303 · ENGLEWOOD CLIFFS, NJ 076322514 | Contract Administrator | $427,989 |
NUVEEN3+ years Filed as: NUVEEN ASSET MANAGEMENT, LLC Service code 51 901 MARQUETTE AVENUE, 29TH FLOOR · MINNEAPOLIS, MN 55402 | Investment Mgmt Fees | $259,865 |
VIRGINIA & AMBINDER, LLP2 years Filed as: VIRGINIA & AMBINDER LLP Service code 29 · EIN 13-4166736 | Legal | $255,978 |
WHITE OAK GLOBAL ADVISORS, LLC3+ years Service code 28 · EIN 26-0340395 | Investment Management | $255,425 |
SOUTHERN SUN ASSET MANAGEMENT3+ years Service code 28 · EIN 27-2990431 | Investment Management | $244,507 |
FOUNDRY PARTNERS3+ years Filed as: FOUNDRY PARTNERS, LLC Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $239,465 |
Service code 10 · EIN 23-2586736 | Accounting | $171,668 |
SEYFARTH SHAW LLP3+ years Service code 29 · EIN 36-2152202 | Legal | $161,985 |
ABERDEEN ASSET MANAGEMENT, INC.3+ years Filed as: ABERDEEN ASSET MANAGEMENT Service code 28 · EIN 51-0368279 | Investment Management | $129,776 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: GRAYSTONE CONSULTING Service code 27 800 EAST 96TH STREET, SUITE 400 · INDIANAPOLIS, IN 46240 | Advisory (Plan) | $125,000 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $295,147 | $221,442+33.3% | $92,233+220.0% | $77,958+278.6% |
| Participation rate | 93.2% | 79.6%+13.6pp | 76.5%+16.7pp | 71.6%+21.6pp |
| Annual return | 8.28% | 15.65%-7.4pp | 176.28%-168.0pp | 20.87%-12.6pp |
| Employer contribution / active EE | $15,850 | $3,226+391.3% | $3,679+330.8% | $2,310+586.0% |
| Participant deferral / active EE | $4,944 | $2,779+77.9% | $3,897+26.9% | $3,537+39.8% |
| Admin fee / account holder | $1,145 | $210+445.8% | $5,194-78.0% | $97+1075.2% |