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 |
|---|---|---|
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $155,370 |
COHEN & STEERS1 year Service code 28 · EIN 71-0415188 | Investment Management | $14,308 |
PIMCO FUNDS4+ years Filed as: ALLIANZ PIMCO Service code 27 1633 BROADWAY · NEW YORK, NY 10019 | Advisory (Plan) | $12,064 |
CURTIS MALLETT PREVOOST & COLT4+ years Service code 29 · EIN 13-5018900 | Legal | $11,569 |
GRANT THORNTON LLP4+ years Filed as: GRANT THORTON Service code 21 · EIN 36-6055558 | Bank Trustee | $11,043 |
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 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 | $46,244-100.0% | $133,543,011-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 2.8%-2.8pp |
| Annual return | -1.75% | 15.60%-17.3pp | 29.77%-31.5pp | 16.32%-18.1pp |
| Employer contribution / active EE | $14,868 | $11,838+25.6% | $33,607-55.8% | $17,007-12.6% |
| Participant deferral / active EE | $0 | $372-100.0% | $96-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $835,310-100.0% | $127-100.0% |