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 |
|---|---|---|
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $139,746 |
PIMCO FUNDS7+ years Filed as: ALLIANZ PIMCO Service code 27 1633 BROADWAY · NEW YORK, NY 10019 | Advisory (Plan) | $56,296 |
Filed as: MARTIN Service code 27 · EIN 98-0038240 | Advisory (Plan) | $16,663 |
CURTIS MALLETT PREVOOST & COLT7+ years Service code 29 · EIN 13-5018900 | Legal | $11,509 |
GRANT THORNTON LLP7+ years Filed as: GRANT THORTON Service code 21 · EIN 36-6055558 | Bank Trustee | $11,043 |
PGIM INVESTMENTS1 year Filed as: JENNISON Service code 27 466 LEXINTINTON AVE · NEW YORK, NY 10017 | Advisory (Plan) | $10,713 |
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 | $247,120-100.0% | $213,834-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 12.3%-12.3pp | 44.4%-44.4pp |
| Annual return | 6.59% | -11.90%+18.5pp | -5.16%+11.7pp | -14.65%+21.2pp |
| Employer contribution / active EE | $1,455,300 | $42,640+3313.0% | $31,020+4591.5% | $46,320+3041.9% |
| Participant deferral / active EE | $0 | $68-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $3,703-100.0% | $2,852-100.0% | $14,631-100.0% |