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 |
|---|---|---|
JOINT INDUSTRY BOARD5+ years Service code 14 · EIN 13-0891035 | Plan Administrator | $607,452 |
SMITH GRAHAM1 year Filed as: SMITH & GRAHAM & CO. Service code 28 · EIN 76-0301817 | Investment Management | $213,570 |
Filed as: SCHRODER INVESTMENT MANAGEMENT N.A. Service code 28 · EIN 13-4064414 | Investment Management | $86,215 |
VIRGINIA & AMBINDER, LLP2 years Filed as: VIRGINIA & AMBER Service code 29 · EIN 13-4166736 | Legal | $45,583 |
AVITAR SOLUTIONS, INC.4 years Service code 49 · EIN 11-3622054 | Other Services | $24,474 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: DEUTSCHE BANK Service code 18 · EIN 13-6065488 | Direct payment from the plan; Custodi... | $11,552 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 23 · EIN 33-0785439 | Insurance services; Direct payment fr... | $9,149 |
Filed as: ARCHER & BYINGTON Service code 29 · EIN 26-0873462 | Legal | $8,465 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 28 · EIN 04-1867445 | Investment Management | $2,178 |
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.
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 | $341,093,897-100.0% | $286,273-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.6%-30.6pp | 0.0%0pp |
| Annual return | 16.26% | 15.89%+0.4pp | 10.78%+5.5pp | 21.83%-5.6pp |
| Employer contribution / active EE | $2,781 | $10,104-72.5% | $41,857-93.4% | $12,237-77.3% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $83,605-100.0% | $1,551,325-100.0% |