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 |
|---|---|---|
THE MCKEOGH COMPANY6+ years Service code 11 · EIN 23-3003375 | Actuarial | $60,000 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $57,045 |
NICHOLAS ZANCZUK4 years Service code 30 · EIN 23-6282827 | Recordkeeping fees; Employee (plan) | $55,504 |
SEI INVESTMENTS6+ years Filed as: COOKE & BIELER, L.P. Service code 28 · EIN 23-1392932 | Investment Management | $34,650 |
MARKOWITZ & RICHMAN6+ years Service code 29 · EIN 23-2111581 | Legal | $27,422 |
NOVAK FRANCELLA LLC6+ years Service code 10 · EIN 61-1436956 | Accounting | $20,312 |
ISSI6+ years Service code 16 · EIN 23-2182079 | Consulting | $19,699 |
BOYD WATTERSON ASSET MANAGEMENT6+ years Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $16,833 |
CITIZENS BANK6+ years Service code 19 · EIN 05-0156820 | Securities Custodian | $7,430 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $2,822,362-100.0% | $353,945-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.6%-0.6pp |
| Annual return | 12.40% | 15.15%-2.8pp | 10.57%+1.8pp | 11.45%+0.9pp |
| Employer contribution / active EE | $9,820 | $16,781-41.5% | $29,483-66.7% | $17,219-43.0% |
| Participant deferral / active EE | $0 | $1,180-100.0% | $150-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,009-100.0% | $15,480-100.0% |