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 |
|---|---|---|
CONRAD SIEGEL7 years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $23,565 |
DIMENSIONAL FUND ADVISORS3 years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
Filed as: FIDELITY SELECTCO LLC Service code 28 | Investment Management | $0 |
Filed as: FIDELITY SELECTCO, LLC Service code 28 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN INVESTMENT INC Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Service code 28 | Investment Management | $0 |
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 | $89,087-100.0% | $80,293-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 10.9%-10.9pp | 5.6%-5.6pp | 55.8%-55.8pp |
| Annual return | 6.39% | 16.55%-10.2pp | 15.31%-8.9pp | 24.42%-18.0pp |
| Employer contribution / active EE | $0 | $42,466-100.0% | $28,686-100.0% | $41,338-100.0% |
| Participant deferral / active EE | $0 | $112-100.0% | $126-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $411-100.0% | $456-100.0% | $22,079-100.0% |