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 |
|---|---|---|
DORIS ECHEGUREN5+ years Service code 30 · EIN 11-6170655 | Direct payment from the plan; Employe... | $78,317 |
O'SULLIVAN ASSOCIATES5+ years Service code 11 · EIN 20-8199367 | Actuarial | $48,950 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $44,718 |
CARY KANE LLP5+ years Service code 29 · EIN 20-1942442 | Legal | $41,083 |
CHRISTINA MADERICH4 years Service code 30 · EIN 11-6170655 | Employee (plan); Direct payment from ... | $40,005 |
BARBARA GILL2 years Filed as: BARBARA THOMPSON Service code 30 · EIN 11-6170655 | Direct payment from the plan; Employe... | $31,641 |
CALIBRE CPA GROUP PLLC3 years Service code 10 · EIN 47-0900880 | Accounting | $27,366 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $46,244-100.0% | $94,563-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 2.8%-2.8pp |
| Annual return | 2.70% | 15.23%-12.5pp | 16.32%-13.6pp | 16.32%-13.6pp |
| Employer contribution / active EE | $2,866 | $24,217-88.2% | $31,806-91.0% | $17,007-83.1% |
| Participant deferral / active EE | $0 | $1,527-100.0% | $211-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $0 | $127-100.0% |