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 |
|---|---|---|
RSDA-LOCAL 1082+ years Service code 12 · EIN 22-1171648 | Plan Administrator; Direct payment fr... | $74,988 |
MD SASS2+ years Filed as: MD SASS ASSOCIATES, INC. Service code 27 · EIN 13-2704843 | Advisory (Plan) | $68,641 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 27 · EIN 20-8764829 | Advisory (Plan) | $67,857 |
CONGRESS ASSET MANAGEMENT2+ years Service code 19 · EIN 04-2848965 | Securities Custodian | $32,846 |
CEP CONSULTANTS, INC2+ years Filed as: CEP CONSULTANTS INC. Service code 11 · EIN 11-2676651 | Actuarial | $26,000 |
PRAGER METIS CPAS, LLC2+ years Service code 10 · EIN 06-1667465 | Accounting | $21,630 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 27 · EIN 94-1347393 | Advisory (Plan) | $16,170 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,677-100.0% | $139,743-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 22.6%-22.6pp | 3.6%-3.6pp |
| Annual return | -1.80% | 11.88%-13.7pp | 4.97%-6.8pp | 11.88%-13.7pp |
| Employer contribution / active EE | $1,175 | $14,612-92.0% | $29,721-96.0% | $14,612-92.0% |
| Participant deferral / active EE | $0 | $518-100.0% | $26-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $3,369-100.0% | $637-100.0% |