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 3-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 |
|---|---|---|
MILL CREEK CAPITAL ADVISORS, LLC1+ years Service code 27 · EIN 41-2212501 161 WASHINGTON STREET, SUITE 1500 · CONSHOHOCKEN, PA 19428 | Advisory (Plan) | $26,770 |
MATRIX TRUST COMPANY1+ years Service code 13 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Contract Administrator | $12,365 |
BRINKER CAPITAL1+ years Service code 18 · EIN 23-2829742 1055 WESTLAKES DR, STE 250 · BERWYN, PA 19312 | Custodial (other than securities); Di... | $10,937 |
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.
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 | $28,491-100.0% | $219,466-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 13.4%-13.4pp | 44.6%-44.6pp | 3.6%-3.6pp |
| Annual return | 7.95% | 45.66%-37.7pp | 5.00%+2.9pp | 11.88%-3.9pp |
| Employer contribution / active EE | $1,311 | $9,637-86.4% | $35,918-96.3% | $14,612-91.0% |
| Participant deferral / active EE | $0 | $235-100.0% | $75-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $13,204-100.0% | $637-100.0% |