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 |
|---|---|---|
CHEIRON10+ years Filed as: CHEIRON INC Service code 11 · EIN 13-4215617 | Actuarial | $159,399 |
ROGOFF & COMPANY PC10+ years Filed as: ROGOFF & COMPANY P.C Service code 10 · EIN 13-2688836 | Accounting | $142,784 |
GALLAGHER FIDUCIARY ADVISORS, LLC10+ years Service code 27 · EIN 36-4291971 | Advisory (Plan) | $135,000 |
PIERSON FERDINAND LLP2 years Filed as: PIERSON FERDINAND Service code 29 · EIN 93-3416937 | Legal | $64,406 |
TRUDY SCHUTT10+ years Service code 30 · EIN 13-5511877 | Employee (plan) | $56,302 |
JEANIE EICHER2 years Service code 30 · EIN 13-5511877 | Employee (plan) | $48,930 |
DEE ANNE WALKER10+ years Service code 30 · EIN 13-5511877 | Employee (plan) | $38,512 |
BLACKSTONE10+ years Filed as: BLACKSTONE ALTERNATIVE ASSET MANAGE Service code 51 · EIN 13-3702086 | Investment Mgmt Fees | $32,706 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: JPMORGAN CHASE BANK, N.A Service code 24 · EIN 13-4994650 | Discretionary Trustee | $31,773 |
STATE STREET GLOBAL ADVISORS9 years Service code 18 · EIN 81-4017137 | Custodial (other than securities); In... | $25,742 |
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 | $0 | $105,290-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | 5.02% | 8.43%-3.4pp | 52.39%-47.4pp | 10.71%-5.7pp |
| Employer contribution / active EE | $5,464 | $8,563-36.2% | $23,486-76.7% | $14,986-63.5% |
| Participant deferral / active EE | $0 | $390-100.0% | $224-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $4,431-100.0% | - |