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 |
|---|---|---|
BONADIO & CO., LLP2 years Service code 10 · EIN 16-1131146 | Accounting | $14,525 |
NORTHERN TRUST COMPANY1 year Service code 25 · EIN 36-1561860 | Directed Trustee | $8,088 |
Service code 11 · EIN 13-4008324 | Actuarial | $7,022 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $6,875 |
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.
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 | $409,661-100.0% | $733,756-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 1.7%-1.7pp |
| Annual return | 14.16% | 13.37%+0.8pp | 8.35%+5.8pp | 627.08%-612.9pp |
| Employer contribution / active EE | $30,025 | $19,895+50.9% | $27,010+11.2% | $18,824+59.5% |
| Participant deferral / active EE | $0 | $0 | $180-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $19,421-100.0% | $1,923-100.0% |