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 |
|---|---|---|
WILMINGTON TRUST4+ years Filed as: WILMINGTON TRUST, N.A. Service code 21 · EIN 26-3783342 1100 NORTH MARKET STREET · WILMINGTON, DE 19890 | Bank Trustee | $33,244 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ Service code 11 · EIN 31-1582098 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Actuarial | $30,900 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 21 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Bank Trustee | $20,017 |
KRONICK KALADA BERDY & CO., P.C.5+ years Filed as: KRONICK KALADA BERDY & CO. P.C. Service code 10 · EIN 23-2667890 190 LATHROP STREET · KINGSTON, PA 18704 | Accounting | $7,500 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $346,414-100.0% | $336,625-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 53.3%-53.3pp | 51.5%-51.5pp | 47.4%-47.4pp |
| Annual return | 11.21% | 10.29%+0.9pp | 10.36%+0.9pp | 12.16%-1.0pp |
| Employer contribution / active EE | $551,409 | $54,462+912.5% | $52,561+949.1% | $44,746+1132.3% |
| Participant deferral / active EE | $0 | $75-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $7,619-100.0% | $7,349-100.0% | $17,640-100.0% |