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 |
|---|---|---|
WM YEE ACTUARIAL CONSULTING2+ years Service code 11 · EIN 20-4368308 201 FOURTH STREET · OAKLAND, CA 94607 | Actuarial | $8,500 |
OGLETREE DEAKINS2+ years Filed as: OGLETREE,DEAKINS,NASH,SMOAK,STEWART Service code 29 · EIN 57-1044820 191 PEACHTREE STREET, NE · ATLANTA, GA 30303 | Legal | $1,568 |
THE SEGAL COMPANY2+ years Filed as: JOEL K. BALAM Service code 71 301 BANNER COURT · MODESTO, CA 95356 | Brokerage Fees | $0 |
Filed as: PRINCOR Service code 27 · EIN 13-3718556 711 HIGH STREET · DES MOINES, IA 50392 | Advisory (Plan) | $0 |
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 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 | $149,104-100.0% | $144,462-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 33.7%-33.7pp | 11.7%-11.7pp | 45.9%-45.9pp |
| Annual return | 3.42% | 5.28%-1.9pp | 16.78%-13.4pp | 10.21%-6.8pp |
| Employer contribution / active EE | $0 | $35,590-100.0% | $26,328-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $57-100.0% | $97-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $24,636-100.0% | $20,893-100.0% | $13,518-100.0% |