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 ECHEGUREN7+ years Service code 30 · EIN 11-6170655 | Employee (plan); Direct payment from ... | $86,726 |
O'SULLIVAN ASSOCIATES7+ years Service code 11 · EIN 20-8199367 | Actuarial | $67,988 |
CHRISTINA MADERICH6 years Service code 30 · EIN 11-6170655 | Direct payment from the plan; Employe... | $43,429 |
BARBARA GILL4 years Filed as: BARBARA THOMPSON Service code 30 · EIN 11-6170655 | Employee (plan); Direct payment from ... | $34,121 |
CALIBRE CPA GROUP PLLC5 years Service code 10 · EIN 47-0900880 | Accounting | $30,430 |
CARY KANE LLP1 year Filed as: CARY KANE, PLLC Service code 29 · EIN 20-1942442 | Legal | $24,200 |
Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $16,377 |
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.
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 | $82,186-100.0% | $490,804-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 3.6%-3.6pp |
| Annual return | 935.31% | 30.31%+905.0pp | 14.84%+920.5pp | 11.84%+923.5pp |
| Employer contribution / active EE | $2,524 | $21,473-88.2% | $37,950-93.3% | $17,339-85.4% |
| Participant deferral / active EE | $0 | $1,883-100.0% | $127-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $1-100.0% | $409-100.0% |