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 |
|---|---|---|
AON CONSULTING2+ years Service code 28 · EIN 22-2232264 | Investment Management | $94,898 |
WITHUMSMITH+BROWN, PC2+ years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 10 · EIN 01-0723685 | Accounting | $50,240 |
BLITMAN & KING1 year Filed as: BLITMAN & KING LLP Service code 28 443 N FRANKLIN ST # 300 · SYRACUSE, NY 13204 | Investment Management | $35,638 |
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.
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 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 | $204,494-100.0% | $358,154-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 39.7%-39.7pp | 37.4%-37.4pp | 45.6%-45.6pp |
| Annual return | -7.66% | 2.15%-9.8pp | 2.24%-9.9pp | 4.16%-11.8pp |
| Employer contribution / active EE | $0 | $53,629-100.0% | $54,559-100.0% | $42,916-100.0% |
| Participant deferral / active EE | $0 | $81-100.0% | $81-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $3,530-100.0% | $6,053-100.0% | $21,465-100.0% |