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 |
|---|---|---|
Filed as: PEOPLES SECURITY BANK & TRUST Service code 27 · EIN 24-0603570 | Advisory (Plan) | $56,451 |
THE MCKEOGH COMPANY8+ years Service code 11 · EIN 23-3003375 | Actuarial | $25,417 |
Filed as: MCGRAIL MERKEL QUINN & ASSOC. P.C. Service code 10 · EIN 23-2226550 | Accounting | $17,100 |
KANG HAGGERTY & FETBROYT2 years Filed as: KANG HAGGERTY LLC Service code 29 · EIN 23-2220388 | Legal | $10,000 |
MERANZE KATZ AND GAUDIOSO PC6 years Service code 29 · EIN 23-1496747 | Legal | $10,000 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 0.49% | 7.15%-6.7pp | 20.18%-19.7pp | 37.74%-37.3pp |
| Employer contribution / active EE | $4,822 | $13,270-63.7% | $29,108-83.4% | $15,781-69.4% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |