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, LLC9+ years Filed as: MILL CREEK CAPITAL ADVISORS, LLC. Service code 27 · EIN 41-2212501 | Advisory (Plan) | $25,872 |
COWDEN ASSOCIATES, INC.7 years Service code 11 · EIN 25-1750131 | Actuarial | $18,729 |
MATRIX TRUST COMPANY8 years Service code 21 · EIN 75-3182674 | Bank Trustee | $8,602 |
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.
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 | $398,892-100.0% | $398,892-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 64.6%-64.6pp | 54.1%-54.1pp | 55.8%-55.8pp |
| Annual return | 8.17% | 8.32%-0.1pp | 8.55%-0.4pp | 24.42%-16.3pp |
| Employer contribution / active EE | $20,564 | $40,973-49.8% | $37,109-44.6% | $41,338-50.3% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $77,551-100.0% | $77,551-100.0% | $22,079-100.0% |