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 |
|---|---|---|
BPAS5+ years Filed as: BPAS FIDUCIARY SERVICES Service code 27 · EIN 27-1728945 | Advisory (Plan) | $37,639 |
BPAS5+ years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $29,800 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: THE CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 62-1719257 | Securities Custodian | $16,366 |
MARKS PANETH LLP2 years Filed as: MARKS PANETH, LLC Service code 10 · EIN 11-3518842 | 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 | $69,696-100.0% | $161,646-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 6.2%-6.2pp | 15.5%-15.5pp | 13.0%-13.0pp |
| Annual return | 20.79% | 12.03%+8.8pp | 12.93%+7.9pp | 13.59%+7.2pp |
| Employer contribution / active EE | $28,846 | $19,417+48.6% | $35,210-18.1% | $14,592+97.7% |
| Participant deferral / active EE | $0 | $253-100.0% | $458-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $907-100.0% | $4,659-100.0% | $29,657-100.0% |