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 |
|---|---|---|
Filed as: MAI CAPITAL MANAGEMENT Service code 27 · EIN 61-1495162 | Advisory (Plan) | $50,749 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,145 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,982 | $81,474+85.3% | $133,956+12.7% | $73,488+105.4% |
| Participation rate | 88.6% | 76.4%+12.2pp | 79.8%+8.7pp | 70.7%+17.9pp |
| Annual return | 15.98% | 19.40%-3.4pp | 45.09%-29.1pp | 28.51%-12.5pp |
| Employer contribution / active EE | $3,525 | $2,209+59.5% | $3,919-10.1% | $2,270+55.3% |
| Participant deferral / active EE | $4,496 | $3,786+18.7% | $5,048-10.9% | $3,740+20.2% |
| Admin fee / account holder | $720 | $713+1.0% | $8,927-91.9% | $513+40.4% |