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 |
|---|---|---|
BPAS4+ years Filed as: BPAS FIDUCIARY SERVICES Service code 27 · EIN 27-1728945 | Advisory (Plan) | $34,737 |
BPAS4+ years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $29,100 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: THE CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 62-1719257 | Securities Custodian | $16,513 |
MARKS PANETH LLP1 year Filed as: MARKS PANETH, LLC Service code 10 · EIN 11-3518842 | Accounting | $10,000 |
PKF O'CONNOR DAVIES, LLP3 years Service code 10 · EIN 27-1728945 | Accounting | $10,000 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,816-100.0% | $145,218-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 20.5%-20.5pp | 14.6%-14.6pp |
| Annual return | -4.47% | -1.32%-3.1pp | -0.67%-3.8pp | 10.56%-15.0pp |
| Employer contribution / active EE | $30,000 | $18,687+60.5% | $31,731-5.5% | $13,643+119.9% |
| Participant deferral / active EE | $0 | $284-100.0% | $473-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,719-100.0% | $28,383-100.0% | $3,354-100.0% |