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 9-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 | $45,627 |
WITHUMSMITH+BROWN, PC5+ years Filed as: BROWN SMITH WALLACE, LLP Service code 10 · EIN 43-1001367 | Accounting | $15,900 |
COMMERCER BANK1 year Service code 21 · EIN 43-6334070 | Bank Trustee | $15,459 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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% | $204,001-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 2.8%-2.8pp |
| Annual return | 21.63% | 38.09%-16.5pp | -100.31%+121.9pp | 16.32%+5.3pp |
| Employer contribution / active EE | $0 | $10,322-100.0% | $18,686-100.0% | $17,007-100.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $77-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $1,604-100.0% | $127-100.0% |