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 |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 21 · EIN 20-4751585 100 NORTHFIELD DRIVE · WINDSOR, CT 06095 | Bank Trustee | $65,622 |
Filed as: PRUDENTIAL RET. INS. AND ANNUITY Service code 13 · EIN 06-1050034 280 TRUMBULL STREET · HARTFORD, CT 06103 | Contract Administrator | $56,945 |
HOOKER & HOLCOMBE, INC.1+ years Filed as: HOOKER & HOLCOMBE, INC Service code 11 · EIN 06-0854693 65 LASALLE ROAD · WEST HARTFORD, CT 06107 | Actuarial | $56,820 |
AMERICAN REALTY ADVISORS1+ years Service code 21 · EIN 33-0123114 | Bank Trustee | $41,961 |
BKD, LLP1+ years Filed as: BKD, LLC Service code 10 · EIN 44-0160260 910 E. ST LOUIS STREET · SPRINGFIELD, MO 658011190 | Accounting | $28,795 |
WELLS FARGO BANK, N.A.1+ years Service code 18 · EIN 94-1347393 | Trustee (bank, trust company, or simi... | $17,722 |
MURTHA CULLINA LLP1+ years Filed as: MURTHA CULLINA, LLP Service code 29 · EIN 06-0686015 | Legal | $7,474 |
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 | $82,591-100.0% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | -1.23% | -0.96%-0.3pp | -2.00%+0.8pp | -0.60%-0.6pp |
| Employer contribution / active EE | $7,629 | $6,828+11.7% | $34,470-77.9% | $12,272-37.8% |
| Participant deferral / active EE | $0 | $232-100.0% | $34-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |