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 |
|---|---|---|
USI CONSULTING GROUP1+ years Service code 11 · EIN 13-3806005 | Actuarial | $21,465 |
JACKSON LEWIS P.C.1+ years Filed as: JACKSON LEWIS Service code 21 | Bank Trustee | $19,797 |
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $17,091 |
HOBERMAN, GOLDSTEIN, & LESSER1+ years Service code 10 · EIN 13-2669370 | Accounting | $15,000 |
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 | $50,876-100.0% | $253,870-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 15.7%-15.7pp |
| Annual return | -2.42% | -1.43%-1.0pp | -1.10%-1.3pp | -7.14%+4.7pp |
| Employer contribution / active EE | $23,042 | $13,548+70.1% | $27,248-15.4% | $14,613+57.7% |
| Participant deferral / active EE | $0 | $233-100.0% | $105-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $702,575-100.0% | $1,191-100.0% |