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 |
|---|---|---|
Service code 73 · EIN 01-0233346 P.O. BOX 111 · BOSTON, MA 02117 | Other insurance fees and expenses | $178,642 |
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 | $35,636-100.0% | $286,961-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 13.3%-13.3pp | 1.8%-1.8pp |
| Annual return | 4.59% | 7.18%-2.6pp | 2.61%+2.0pp | 7.18%-2.6pp |
| Employer contribution / active EE | $15,517 | $13,095+18.5% | $24,109-35.6% | $13,095+18.5% |
| Participant deferral / active EE | $0 | $385-100.0% | $17-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $148-100.0% | $362-100.0% |