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 |
|---|---|---|
CHEIRON9+ years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $156,815 |
SLEVIN & HART, P.C.9+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $104,468 |
I.E. SHAFFER & CO.3 years Filed as: I.E. SHAFFER & CO Service code 13 · EIN 22-1750854 | Contract Administrator | $77,013 |
WEAVER AND TIDWELL, LLP1 year Service code 10 · EIN 75-0786316 | Accounting | $49,000 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $40,000 |
SCHULTHEIS & PANETTIERI, LLP3 years Filed as: SCHULTHEIS & PANETTIERI Service code 10 · EIN 13-1577780 | Accounting | $12,448 |
DAVID ROMANO3 years Filed as: DAVID W. NEW, P.C. Service code 20 · EIN 22-2553368 | Trustee (individual) | $8,580 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SVCS, INC. Service code 53 | Insurance Commissions | $3,136 |
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 | $282,865-100.0% | $331,632-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.3%-48.3pp | 12.4%-12.4pp |
| Annual return | 7.54% | 9.54%-2.0pp | 10.59%-3.1pp | 9.89%-2.4pp |
| Employer contribution / active EE | $11,349 | $20,687-45.1% | $43,976-74.2% | $14,313-20.7% |
| Participant deferral / active EE | $0 | $195-100.0% | $166-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $25,063-100.0% | $9,084-100.0% |