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 |
|---|---|---|
ADMN COMMITTEE, MT CONTRACTORS ASSN10+ years Service code 14 · EIN 81-0448832 | Plan Administrator | $41,350 |
Service code 28 · EIN 06-1614949 | Investment Management | $21,157 |
Service code 29 · EIN 92-2729620 | Legal | $20,292 |
LOOMIS SAYLES10+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $18,696 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $16,257 |
SEGALL BRYANT & HAMILL7 years Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 41-1788385 | Investment Management | $10,084 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,045 | $80,724-16.9% | $103,333-35.1% | $74,495-10.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 13.52% | 27.56%-14.0pp | 24.88%-11.4pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $3,763 | $3,157+19.2% | $3,868-2.7% | $2,623+43.5% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $650 | $2,368-72.6% | $8,355-92.2% | $1,942-66.5% |