See peer percentile detail. $4.99 for your first month.
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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 · EIN 42-0127290 | Contract Administrator | $166,943 |
Filed as: LEONARD J MILLER Service code 10 · EIN 52-1193166 | Accounting | $70,000 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Service code 17 · EIN 33-0818667 | Pension Consulting | $42,750 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 16 · EIN 20-8764829 | Consulting | $15,669 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $135,191 | $82,917+63.0% | $103,333+30.8% | $77,643+74.1% |
| Participation rate | 98.7% | 71.6%+27.1pp | 74.5%+24.2pp | 70.6%+28.1pp |
| Annual return | 12.01% | 19.13%-7.1pp | 24.88%-12.9pp | 31.24%-19.2pp |
| Employer contribution / active EE | $1,755 | $3,552-50.6% | $3,868-54.6% | $2,726-35.6% |
| Participant deferral / active EE | $5,891 | $4,108+43.4% | $5,057+16.5% | $4,647+26.8% |
| Admin fee / account holder | $409 | $638-36.0% | $8,355-95.1% | $430-5.1% |