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 |
|---|---|---|
BENSERCO2 years Service code 14 · EIN 13-2732561 | Plan Administrator | $192,037 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $94,800 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 51 · EIN 13-2869611 | Investment Mgmt Fees | $60,000 |
WEAVER AND TIDWELL, LLP3+ years Filed as: WEAVER C. BARKSDALE & ASSOC. Q Service code 51 | Investment Mgmt Fees | $49,390 |
CLEARY, JOSEM & TRIGIANI LLP3+ years Filed as: CLEARY & JOSEM LLP Service code 29 · EIN 23-2657967 | Legal | $35,300 |
GRASSI & CO3+ years Filed as: GRASSI & CO., CPAS Service code 10 · EIN 11-3266576 | Accounting | $25,666 |
SAGE ADVISORY SERVICES3+ years Filed as: SAGE ADVISORY Service code 51 | Investment Mgmt Fees | $14,163 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $128,366-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 4.5%-4.5pp |
| Annual return | 4.43% | 10.88%-6.4pp | 9.39%-5.0pp | 13.95%-9.5pp |
| Employer contribution / active EE | $4,112 | $18,458-77.7% | $33,466-87.7% | $16,598-75.2% |
| Participant deferral / active EE | $0 | $2,276-100.0% | $657-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,132-100.0% | $612-100.0% |