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, INC10+ years Service code 13 · EIN 11-2424843 | Contract Administrator | $81,831 |
CONGRESS ASSET MANAGEMENT10+ years Service code 28 · EIN 04-2848965 | Investment Management | $62,832 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 19 · EIN 13-6121370 | Securities Custodian | $55,000 |
SCHULTHEIS & PANETTIERI, LLP10+ years Service code 10 · EIN 13-1577780 | Accounting | $49,498 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1836864 | Actuarial | $47,490 |
COLLERAN, O'HARA & MILLS LLP10+ years Filed as: COLLERAN, O'HARA & MILLS, LLP Service code 29 · EIN 11-2940050 | Legal | $28,678 |
Service code 29 · EIN 82-4935807 | Legal | $19,000 |
STACEY BRAUN ASSOCIATES, INC.10+ years Filed as: STACEY BRAUN ASSOCIATES, INC Service code 28 · EIN 13-2889432 | Investment Management | $13,190 |
AMERICAN REALTY ADVISORS2 years Filed as: AN AMERICAN COMPANY Service code 49 47 14 32ND PL · LONG ISLAND CITY, NY 11101 | Other Services | $7,138 |
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 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 14.62% | 11.01%+3.6pp | 8.09%+6.5pp | 7.65%+7.0pp |
| Employer contribution / active EE | $15,098 | $13,413+12.6% | $28,732-47.5% | $20,599-26.7% |
| Participant deferral / active EE | $0 | $0 | $7-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |