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 |
|---|---|---|
UHY LLP5 years Filed as: UHY ADVISORS Service code 14 ONE HUDSON CITY CENTRE, SUITE 203 · HUDSON, NY 12534 | Plan Administrator | $32,599 |
BPAS10+ years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $27,805 |
HOLM & O'HARA10+ years Filed as: HOLM & O'HARA, LLP Service code 29 · EIN 13-3591118 | Legal | $17,711 |
WITHUMSMITH+BROWN, PC10+ years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 10 · EIN 01-0723685 | Accounting | $14,950 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 19 · EIN 35-2552359 | Securities Custodian | $12,500 |
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 | $6,886-100.0% | $6,886-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 11.1%-11.1pp | 44.0%-44.0pp |
| Annual return | -3.29% | 7.88%-11.2pp | 7.14%-10.4pp | 13.05%-16.3pp |
| Employer contribution / active EE | $0 | $27,127-100.0% | $20,022-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $32-100.0% | $31-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $5-100.0% | $5-100.0% | $30,864-100.0% |