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 9-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 Filed as: MILL CREEK CAPITAL ADVISORS, LLC. Service code 27 · EIN 41-2212501 | Advisory (Plan) | $18,474 |
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST, N.A. Service code 21 · EIN 16-1486454 | Bank Trustee | $4,869 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $337,218-100.0% | $313,292-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 48.5%-48.5pp | 35.7%-35.7pp | 48.7%-48.7pp |
| Annual return | -1.42% | -2.99%+1.6pp | -2.79%+1.4pp | -2.16%+0.7pp |
| Employer contribution / active EE | $0 | $44,634-100.0% | $39,327-100.0% | $42,957-100.0% |
| Participant deferral / active EE | $0 | $385-100.0% | $351-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $7,423-100.0% | $15,115-100.0% | $12,572-100.0% |