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, INC6+ years Service code 13 · EIN 11-2424843 | Contract Administrator | $74,774 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 19 · EIN 34-1542819 | Securities Custodian | $55,000 |
CONGRESS ASSET MANAGEMENT6+ years Service code 28 · EIN 04-2848965 | Investment Management | $48,060 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL CO. (EASTERN STATES), INC Service code 11 · EIN 13-1835864 | Actuarial | $47,924 |
SCHULTHEIS & PANETTIERI, LLP6+ years Service code 10 · EIN 13-1577780 | Accounting | $40,037 |
WELBY, BRADY & GREENBLATT, LLP6+ years Service code 29 · EIN 13-3864481 | Legal | $18,500 |
STACEY BRAUN ASSOCIATES, INC.6+ years Filed as: STACEY BRAUN ASSOCIATES, INC Service code 28 · EIN 13-2889432 | Investment Management | $14,504 |
COLLERAN, O'HARA & MILLS LLP6+ years Filed as: COLLERAN, O'HARA & MILLS, LLP Service code 29 · EIN 11-2940050 | Legal | $9,520 |
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 | $409,661-100.0% | $165,322-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 1.7%-1.7pp |
| Annual return | 13.84% | 6.95%+6.9pp | 8.01%+5.8pp | 627.08%-613.2pp |
| Employer contribution / active EE | $16,812 | $11,635+44.5% | $29,475-43.0% | $18,824-10.7% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $637-100.0% | $1,923-100.0% |