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 |
|---|---|---|
SUMMIT FINANCIAL CORPORATION3+ years Filed as: SUMMIT STRATEGIES Service code 27 · EIN 43-1708520 8182 MARYLAND AVE., 6TH FLOOR · ST. LOUIS, MO 63105 | Advisory (Plan) | $96,328 |
Filed as: CONDUENT HR CONSULTING Service code 11 · EIN 13-3954297 11 STANWIX STREET, SUITE 700 · PITTSBURGH, PA 15222 | Actuarial | $38,024 |
COMERICA BANK3+ years Service code 21 · EIN 42-1741646 411 W. LAFAYETTE · DETROIT, MI 48226 | Bank Trustee | $18,153 |
LITTLER MENDELSON, P.C.3+ years Service code 29 · EIN 94-2602731 1100 SUPERIOR AVENUE EAST, 20TH FLO · CLEVELAND, OH 44114 | Legal | $6,663 |
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 | $44,091-100.0% | $144,462-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 4.5%-4.5pp |
| Annual return | 12.19% | 22.74%-10.6pp | 16.78%-4.6pp | 13.95%-1.8pp |
| Employer contribution / active EE | $20,264 | $16,157+25.4% | $26,328-23.0% | $16,598+22.1% |
| Participant deferral / active EE | $0 | $350-100.0% | $97-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $20,893-100.0% | $612-100.0% |