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 |
|---|---|---|
SO CA IBEW-NECA ADMIN. CORP.10+ years Service code 13 · EIN 03-0512258 | Contract Administrator | $1,837,974 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $603,264 |
ULLICO8 years Service code 28 · EIN 52-6435649 | Investment Management | $559,221 |
GLOBAL TRUST COMPANY6 years Service code 21 · EIN 26-3761136 | Bank Trustee | $461,763 |
DODGE & COX10+ years Service code 51 · EIN 94-1441976 | Investment Mgmt Fees | $337,347 |
MORGAN LEWIS3 years Filed as: MORGAN LEWIS & BROCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $253,621 |
EARNEST PARTNERS, LLC10+ years Service code 51 · EIN 58-2386669 | Investment Mgmt Fees | $208,437 |
Service code 29 · EIN 95-2956616 | Legal | $109,154 |
THE SEGAL COMPANY1 year Filed as: SEGAL ADVISORS INC. D/B/A SEGAL MAR Service code 27 · EIN 13-2646110 | Advisory (Plan) | $105,000 |
THE BANK OF NEW YORK MELLON10+ years Filed as: THE BANK OF NEW YORK MELLON TR. CO. Service code 19 · EIN 13-5160382 | Securities Custodian | $101,409 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $94,327 | $140,769-33.0% | $107,525-12.3% | $140,769-33.0% |
| Participation rate | 42.2% | 74.2%-32.0pp | 75.1%-32.9pp | 74.2%-32.0pp |
| Annual return | 7.87% | 16.82%-8.9pp | 181.32%-173.4pp | 16.82%-8.9pp |
| Employer contribution / active EE | $2,413 | $3,906-38.2% | $3,754-35.7% | $3,906-38.2% |
| Participant deferral / active EE | $0 | $6,717-100.0% | $5,116-100.0% | $6,717-100.0% |
| Admin fee / account holder | $400 | $229+74.4% | $8,919-95.5% | $229+74.4% |