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: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $53,474 |
Filed as: BLUE WATER ADVISORS Service code 26 133 EAST MAIN STREET · BABYLON, NY 11702 | Advisory (Participants) | $31,174 |
QCI ASSET MANAGEMENT6+ years Service code 26 40A GROVE STREET · PITTSFORD, NY 14534 | Advisory (Participants) | $22,065 |
LYON CAPITAL MANAGEMENT6+ years Service code 26 · EIN 16-1516933 | Advisory (Participants) | $19,961 |
MATRIX TRUST COMPANY6+ years Filed as: MG TRUST COMPANY DBA MATRIX TRUST C Service code 15 · EIN 75-3182674 | Recordkeeping | $10,202 |
COBBLESTONE CAPITAL ADVISORS2 years Service code 26 · EIN 16-1543732 | Advisory (Participants) | $3,722 |
MATRIX TRUST COMPANY5 years Service code 62 | Float revenue; Soft dollars commissions | $0 |
TD AMERITRADE, INC.6+ years Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $329,125 | $100,801+226.5% | $149,696+119.9% | $73,409+348.3% |
| Participation rate | 98.7% | 77.7%+21.0pp | 82.5%+16.2pp | 72.2%+26.5pp |
| Annual return | 16.19% | 265.34%-249.1pp | 276.60%-260.4pp | 59.29%-43.1pp |
| Employer contribution / active EE | $8,450 | $3,312+155.2% | $4,644+82.0% | $2,234+278.3% |
| Participant deferral / active EE | $9,822 | $6,404+53.4% | $6,842+43.6% | $3,805+158.1% |
| Admin fee / account holder | $360 | $181+99.3% | $9,309-96.1% | $158+128.2% |