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 9-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 |
|---|---|---|
USI CONSULTING GROUP4+ years Service code 11 · EIN 06-1053228 | Actuarial | $72,618 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES INC. Service code 70 · EIN 13-2638166 | Consulting Fees | $65,805 |
MARCUM LLP1 year Filed as: MARCUM Service code 10 · EIN 11-1986323 | Accounting | $20,790 |
COMERICA BANK3 years Filed as: COMERICA Service code 21 · EIN 38-2028794 | Bank Trustee | $20,037 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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 | $0 | $317,036-100.0% | $177,834-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.5%-39.5pp | 13.0%-13.0pp |
| Annual return | -5.66% | 11.44%-17.1pp | 11.67%-17.3pp | 13.59%-19.2pp |
| Employer contribution / active EE | $7,478 | $7,885-5.2% | $28,376-73.6% | $14,592-48.8% |
| Participant deferral / active EE | $0 | $0 | $46-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $15,617-100.0% | $29,657-100.0% |