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 |
|---|---|---|
CHEIRON1+ years Filed as: CHEIRON INC Service code 11 · EIN 13-4215617 | Actuarial | $157,471 |
BRYAN CAVE LLP1+ years Service code 29 · EIN 43-0602162 | Legal | $145,711 |
BLACKSTONE1+ years Filed as: BLACKSTONE ALTERNATIVE ASSET MANAGE Service code 51 · EIN 13-3702086 | Investment Mgmt Fees | $104,559 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK, N.A Service code 24 · EIN 13-4994650 | Discretionary Trustee | $87,832 |
ROGOFF & COMPANY PC1+ years Filed as: ROGOFF & COMPANY P.C Service code 10 · EIN 13-2688836 | Accounting | $83,885 |
Service code 27 · EIN 26-0516431 | Advisory (Plan) | $80,000 |
DEE ANNE WALKER1+ years Service code 30 · EIN 13-5511877 | Employee (plan) | $49,508 |
TRUDY SCHUTT1+ years Service code 30 · EIN 13-5511877 | Employee (plan) | $49,056 |
SHERI EDMUNDS1+ years Filed as: SHERI RAMEY Service code 30 · EIN 13-5511877 | Employee (plan) | $47,679 |
PAM WILSON1+ years Service code 30 · EIN 13-5511877 | Employee (plan) | $45,476 |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | -5.54% | 6.04%-11.6pp | 5.44%-11.0pp | 9.19%-14.7pp |
| Employer contribution / active EE | $3,592 | $12,925-72.2% | $25,481-85.9% | $12,608-71.5% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |