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 |
|---|---|---|
THE BOGDAHN GROUP1+ years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $37,000 |
BOSTON TRUST WALDEN COMPANY1+ years Filed as: BOSTON TRUST & INVESTMENT MGT Service code 19 · EIN 04-2273811 | Securities Custodian | $32,994 |
Filed as: JOHN W. BIRTCH Service code 30 · EIN 16-6023926 | Employee (plan) | $32,098 |
BLITMAN & KING1+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $26,963 |
Filed as: ARCARA ZUCARELLI LENDA & STRAKA CPA Service code 10 · EIN 47-1793720 | Accounting | $18,035 |
ACTUARIAL BENEFITS CORP1+ years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 11 · EIN 16-1186135 | Actuarial | $15,850 |
WESTWOOD TRUST1+ years Filed as: WESTWOOD MANAGEMENT CORP. Service code 28 · EIN 13-3160186 | Investment Management | $0 |
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 | $211,396-100.0% | $846,462-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 4.3%-4.3pp |
| Annual return | -1.77% | -1.13%-0.6pp | -0.81%-1.0pp | 2.81%-4.6pp |
| Employer contribution / active EE | $12,024 | $14,981-19.7% | $38,425-68.7% | $16,358-26.5% |
| Participant deferral / active EE | $0 | $190-100.0% | $315-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,697-100.0% | $1,639-100.0% |