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 |
|---|---|---|
RUSSELL TRUST COMPANY6+ years Service code 25 · EIN 91-1116938 1301 SECOND AVENUE · SEATTLE, WA 98101 | Directed Trustee | $1,214,218 |
MERCER1 year Service code 11 · EIN 34-2015463 | Actuarial | $79,000 |
KREISCHER MILLER5 years Service code 10 · EIN 23-1980475 | Accounting | $18,244 |
MORNEAU SHEPELL1 year Filed as: MORNEAU SHEPELL LIMITED Service code 15 · EIN 52-1883918 115 PERIMETER CENTER PLACE · ATLANTA, GA 30346 | Recordkeeping | $17,525 |
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.
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 | $2,822,362-100.0% | $91,826-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.6%-0.6pp |
| Annual return | 7.46% | 16.36%-8.9pp | 793.01%-785.5pp | 11.45%-4.0pp |
| Employer contribution / active EE | $19,986 | $15,595+28.2% | $27,004-26.0% | $17,219+16.1% |
| Participant deferral / active EE | $0 | $5-100.0% | $154-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,239-100.0% | $15,480-100.0% |