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 CORPORATION7 years Filed as: SUMMIT ACTUARIAL SERVICES, LLC Service code 11 · EIN 20-3838633 | Actuarial | $45,376 |
FRIEDMAN & ANSPACH7 years Service code 29 · EIN 13-3403575 | Legal | $43,790 |
NOVAK FRANCELLA LLC7 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $25,000 |
DAHAB ASSOCIATES8+ years Service code 27 · EIN 11-2783874 | Advisory (Plan) | $20,000 |
WELLINGTON TRUST COMPANY7 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $10,314 |
AMALGAMATED BANK8+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $5,388 |
C.S. MCKEE, L.P.8+ years Filed as: C.S. MCKEE Service code 19 · EIN 25-1900687 | Securities Custodian | $5,149 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $75,030-100.0% | $75,030-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 5.9%-5.9pp | 44.4%-44.4pp |
| Annual return | -14.83% | -10.20%-4.6pp | -2.63%-12.2pp | -14.65%-0.2pp |
| Employer contribution / active EE | $4,072 | $48,508-91.6% | $29,884-86.4% | $46,320-91.2% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $838-100.0% | $838-100.0% | $14,631-100.0% |