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 |
|---|---|---|
FRIEDMAN & ANSPACH6 years Service code 29 · EIN 13-3403575 | Legal | $35,791 |
WELLINGTON TRUST COMPANY6 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $28,342 |
NOVAK FRANCELLA LLC6 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $25,000 |
SUMMIT FINANCIAL CORPORATION6 years Filed as: SUMMIT ACTUARIAL SERVICES, LLC Service code 11 · EIN 20-3838633 | Actuarial | $25,000 |
DAHAB ASSOCIATES7+ years Service code 27 · EIN 11-2783874 | Advisory (Plan) | $20,000 |
C.S. MCKEE, L.P.7+ years Filed as: C.S. MCKEE Service code 19 · EIN 25-1900687 | Securities Custodian | $9,590 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $38,981-100.0% | $38,981-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 22.2%-22.2pp | 5.3%-5.3pp | 37.6%-37.6pp |
| Annual return | 8.14% | 9.97%-1.8pp | 11.38%-3.2pp | 9.30%-1.2pp |
| Employer contribution / active EE | $5,616 | $28,819-80.5% | $18,467-69.6% | $43,742-87.2% |
| Participant deferral / active EE | $0 | $96-100.0% | $71-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $786-100.0% | $786-100.0% | $12,596-100.0% |