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 |
|---|---|---|
DANIEL H. COOK ASSOCIATES, INC1+ years Service code 13 · EIN 11-2424843 | Contract Administrator | $68,358 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $45,196 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 19 · EIN 34-1542819 | Securities Custodian | $45,000 |
SCHULTHEIS & PANETTIERI, LLP1+ years Service code 10 · EIN 13-1577780 | Accounting | $37,948 |
EQUITY INVESTMENT CORPORATION1+ years Service code 28 · EIN 58-1684151 | Investment Management | $34,516 |
CONGRESS ASSET MANAGEMENT1+ years Service code 28 · EIN 04-2848965 | Investment Management | $27,933 |
COLLERAN, O'HARA & MILLS LLP1+ years Filed as: COLLERAN, O'HARA & MILLS, LLP Service code 29 · EIN 11-2940050 | Legal | $17,521 |
STACEY BRAUN ASSOCIATES, INC.1+ years Filed as: STACEY BRAUN ASSOCIATES, INC Service code 28 · EIN 13-2889432 | Investment Management | $11,289 |
WELBY, BRADY & GREENBLATT, LLP1+ years Service code 29 · EIN 13-3864481 | Legal | $10,006 |
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 | $211,396-100.0% | $846,462-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 4.3%-4.3pp |
| Annual return | -0.74% | -1.13%+0.4pp | -0.81%+0.1pp | 2.81%-3.5pp |
| Employer contribution / active EE | $16,901 | $14,981+12.8% | $38,425-56.0% | $16,358+3.3% |
| Participant deferral / active EE | $0 | $190-100.0% | $315-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,697-100.0% | $1,639-100.0% |