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 |
|---|---|---|
Filed as: CONDUENT HR CONSULTING Service code 11 · EIN 13-3954297 11 STANWIX STREET, SUITE 700 · PITTSBURGH, PA 15222 | Actuarial | $44,778 |
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) | $36,477 |
COMERICA BANK3+ years Service code 21 · EIN 42-1741646 411 W. LAFAYETTE · DETROIT, MI 48226 | Bank Trustee | $13,533 |
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 | $7,968-100.0% | $144,462-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 11.7%-11.7pp | 11.3%-11.3pp |
| Annual return | 11.94% | 11.14%+0.8pp | 16.78%-4.8pp | 10.41%+1.5pp |
| Employer contribution / active EE | $17,630 | $14,043+25.5% | $26,328-33.0% | $14,691+20.0% |
| Participant deferral / active EE | $0 | $91-100.0% | $97-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $20,893-100.0% | $2,646-100.0% |