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 |
|---|---|---|
SEI INVESTMENTS2+ years Service code 13 · EIN 23-1707341 | Contract Administrator | $612,469 |
VICTORY2+ years Filed as: VICTORY CAPITAL MANAGEMENT/KEY TRUS Service code 13 · EIN 34-1974250 | Contract Administrator | $105,318 |
BOLTON PARTNERS, INC.2+ years Filed as: BOLTON PARTNERS, INC Service code 11 · EIN 27-3666661 | Actuarial | $57,120 |
JAMES A. REICHERT2+ years Filed as: JAMES BENNETT Service code 14 · EIN 14-1490934 | Plan Administrator | $44,624 |
Filed as: TEAL, BECKER & CHIARAMONTE, CPAS, P Service code 10 · EIN 14-1624930 | Accounting | $32,000 |
POZEFSKY, BRAMLEY & MURPHY2+ years Service code 29 · EIN 14-1601487 | Legal | $26,000 |
JOSEPH W. MCCARTHY & ASSOCIATES2+ years Filed as: JOSEPH W. MCCARTHY & ASSOC. Service code 10 · EIN 16-1120588 | Accounting | $23,891 |
BENESYS, INC.2+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $18,095 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 10.38% | 12.92%-2.5pp | 10.36%0pp | 17.84%-7.5pp |
| Employer contribution / active EE | $17,041 | $14,070+21.1% | $37,738-54.8% | $14,688+16.0% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |