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 |
|---|---|---|
BUCK GLOBAL, LLC3 years Service code 11 · EIN 13-3954297 11 STANWIX STREET, SUITE 700 · PITTSBURGH, PA 15222 | Actuarial | $23,351 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 17 · EIN 13-2834414 21875 NETWORK PLACE · CHICAGO, IL 606731218 | Pension Consulting | $14,727 |
COMERICA BANK6+ years Service code 21 · EIN 42-1741646 411 W. LAFAYETTE · DETROIT, MI 48226 | Bank Trustee | $13,063 |
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 | $212,469-100.0% | $477,209-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 10.2%-10.2pp | 43.0%-43.0pp |
| Annual return | 9.86% | -14.68%+24.5pp | -2.84%+12.7pp | 259.13%-249.3pp |
| Employer contribution / active EE | $100,521 | $47,728+110.6% | $33,329+201.6% | $41,469+142.4% |
| Participant deferral / active EE | $0 | $1-100.0% | $51-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,190-100.0% | $2,475-100.0% | $21,546-100.0% |