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 |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT COMPANY Service code 27 · EIN 04-2452803 | Advisory (Plan) | $480,534 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HR SERVICES LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $397,113 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HR CONSULTING LLC Service code 11 · EIN 13-3954297 | Actuarial | $136,480 |
SEI INVESTMENTS3+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 21 · EIN 23-3060382 | Bank Trustee | $26,039 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $352,342-100.0% | $336,864-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 37.5%-37.5pp | 27.8%-27.8pp | 46.4%-46.4pp |
| Annual return | 5.50% | -3.41%+8.9pp | -3.29%+8.8pp | -82.66%+88.2pp |
| Employer contribution / active EE | $88,423 | $41,836+111.4% | $36,762+140.5% | $43,769+102.0% |
| Participant deferral / active EE | $0 | $12-100.0% | $11-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $6,977-100.0% | $6,121-100.0% | $11,204-100.0% |