Filed November 1, 2022 (most recent of 2 filings on file)
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 |
|---|---|---|
MEKETA INVESTMENT GROUP4 years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 28 | Investment Management | $116,367 |
Filed as: MIDWEST INSTITUTIONAL TRUST SERVICE Service code 21 10700 RESEARCH DRIVE, SUITE 205 · WAUWATOSA, WI 53226 | Bank Trustee | $58,983 |
PATTISON PENSION SPECIALISTS, INC.11+ years Filed as: PATTISON PENSION SPECIALISTS Service code 11 · EIN 85-0437924 | Actuarial | $47,365 |
MOSS ADAMS LLP11+ years Service code 10 · EIN 91-0189318 | Accounting | $42,910 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY ADVISORY GROUP , LP Service code 10 · EIN 30-1413443 | Accounting | $13,798 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $556,998 | $100,923+451.9% | $150,045+271.2% | $74,304+649.6% |
| Participation rate | 94.2% | 70.1%+24.1pp | 82.3%+11.8pp | 60.3%+33.8pp |
| Annual return | 18.38% | 51.77%-33.4pp | 62.55%-44.2pp | 29.43%-11.1pp |
| Employer contribution / active EE | $10,026 | $3,463+189.5% | $4,693+113.6% | $2,241+347.4% |
| Participant deferral / active EE | $10,919 | $6,709+62.7% | $7,997+36.5% | $3,767+189.8% |
| Admin fee / account holder | $1,367 | $2,767-50.6% | $13,435-89.8% | $2,969-53.9% |