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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK NA Service code 19 · EIN 13-4994650 | Securities Custodian | $249,417 |
Service code 13 · EIN 13-2928869 | Contract Administrator | $164,406 |
PROSKAUER ROSE LLP2+ years Service code 29 · EIN 13-1840454 | Legal | $73,339 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $72,000 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 27 · EIN 26-0516431 | Advisory (Plan) | $52,146 |
RAAB, STURM & GANCHROW, LLP1+ years Filed as: RAAB, STURM & GANCHROW LLP Service code 29 · EIN 13-1566077 | Legal | $41,154 |
BOND BROTHERS1+ years Filed as: BOND BEEBE P.C. Service code 10 · EIN 52-1044197 | Accounting | $26,000 |
SCHULTHEIS & PANETTIERI, LLP1+ years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $5,426 |
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 | $381,942,733-100.0% | $176,816-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.2%-39.2pp | 0.0%0pp |
| Annual return | 6.53% | 9.19%-2.7pp | 2.89%+3.6pp | 9.19%-2.7pp |
| Employer contribution / active EE | $2,619 | $12,608-79.2% | $39,831-93.4% | $12,608-79.2% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $99-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $478-100.0% | $2,655,710-100.0% |