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 |
|---|---|---|
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $139,877 |
PIMCO FUNDS5+ years Filed as: ALLIANZ PIMCO Service code 27 1633 BROADWAY · NEW YORK, NY 10019 | Advisory (Plan) | $13,651 |
CURTIS MALLETT PREVOOST & COLT5+ years Service code 29 · EIN 13-5018900 | Legal | $10,923 |
COHEN & STEERS2 years Service code 28 · EIN 71-0415188 | Investment Management | $8,396 |
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 | $1,889,152-100.0% | $477,209-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 10.2%-10.2pp | 13.5%-13.5pp |
| Annual return | 7.69% | 9.93%-2.2pp | -2.84%+10.5pp | 9.29%-1.6pp |
| Employer contribution / active EE | $94,223 | $11,565+714.7% | $33,329+182.7% | $15,168+521.2% |
| Participant deferral / active EE | $0 | $67-100.0% | $51-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $2,475-100.0% | $2,037-100.0% |