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 |
|---|---|---|
SEI INVESTMENTS10+ years Service code 19 · EIN 04-2452803 | Securities Custodian | $212,176 |
HOOKER & HOLCOMBE, INC.3 years Filed as: HOOKER & HOLCOMBE Service code 11 · EIN 06-1461865 | Actuarial | $78,890 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $20,600 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $3,219,907-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.0%-11.0pp | 10.0%-10.0pp | 11.0%-11.0pp |
| Annual return | 1.96% | 8.23%-6.3pp | 3.48%-1.5pp | 8.23%-6.3pp |
| Employer contribution / active EE | $0 | $13,859-100.0% | $31,972-100.0% | $13,859-100.0% |
| Participant deferral / active EE | $0 | $61-100.0% | $83-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $0 | $1,652-100.0% |