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 |
|---|---|---|
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $62,439 |
Service code 18 · EIN 81-4017137 | Custodial (securities); Custodial (ot... | $40,307 |
CLEARVIEW GROUP3+ years Filed as: CLEARVIEW INVESTMENT RESEARCH Service code 27 200 GLENRIDGE POINT PARKWAY · ATLANTA, GA 30342 | Advisory (Plan) | $27,083 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK Service code 25 · EIN 04-1867445 | Directed Trustee | $21,134 |
GREERWALKER LLP1 year Service code 10 · EIN 56-1434747 | Accounting | $13,000 |
Service code 13 · EIN 34-1974252 | Contract Administrator | $6,881 |
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 | $18,026,966-100.0% | $476,019-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 1.8%-1.8pp |
| Annual return | 6.61% | -3.49%+10.1pp | 4.36%+2.3pp | 0.19%+6.4pp |
| Employer contribution / active EE | $11,952 | $17,891-33.2% | $27,383-56.4% | $13,763-13.2% |
| Participant deferral / active EE | $0 | $267-100.0% | $75-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $14,020-100.0% | $426-100.0% |