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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
DODGE & COX6+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $62,768 |
BENESYS, INC.6+ years Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $53,912 |
THE BANK OF NEW YORK MELLON6+ years Filed as: U.S. BANK Service code 19 · EIN 31-0841368 | Securities Custodian | $28,722 |
TRUCKER HUSS6+ years Service code 29 · EIN 94-3216063 | Legal | $20,253 |
LINDQUIST LLP6+ years Service code 10 · EIN 52-2385296 | Accounting | $14,543 |
MFOW WELFARE FUND6+ years Service code 13 · EIN 94-1254186 | Contract Administrator | $9,824 |
LEONARD CARDER, LLP6+ years Filed as: LEONARD CARDER LLP Service code 29 · EIN 94-2819269 | Legal | $9,512 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,473 | $58,347+17.4% | $85,682-20.1% | $86,799-21.1% |
| Participation rate | 100.0% | 64.9%+35.1pp | 69.9%+30.1pp | 72.3%+27.7pp |
| Annual return | 10.93% | 18.43%-7.5pp | 21.49%-10.6pp | 97.91%-87.0pp |
| Employer contribution / active EE | $4,836 | $1,751+176.2% | $2,618+84.7% | $2,405+101.0% |
| Participant deferral / active EE | $0 | $3,065-100.0% | $3,923-100.0% | $4,131-100.0% |
| Admin fee / account holder | $363 | $147+146.5% | $6,873-94.7% | $170+114.4% |