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 6-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 |
|---|---|---|
PENSION ASSURANCE LLP1+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 23 P.O. BOX 77000 · DETROIT, MI 482770430 | Direct payment from the plan; Insuran... | $42,495 |
CREATIVE PLAN DESIGNS, LTD1+ years Service code 11 · EIN 11-2515970 90 MERRICK AVENUE · EAST MEADOW, NY 11554 | Actuarial | $24,500 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 RPCP COMPENSATION PROCESSING · SAN DIEGO, CA 921502533 | Advisory (Plan) | $19,069 |
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $7,493 |
MMA SECURITIES LLC1+ years Filed as: ASSURED SKCG, INC. Service code 15 · EIN 13-3866919 128 MAIN STREET · WHITE PLAINS, NC 10601 | Recordkeeping | $1 |
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.
Participant 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.
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 | $122,655-100.0% | $522,682-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 41.4%-41.4pp | 12.6%-12.6pp | 48.7%-48.7pp |
| Annual return | -3.23% | -5.77%+2.5pp | -3.43%+0.2pp | -2.16%-1.1pp |
| Employer contribution / active EE | $266,667 | $38,102+599.9% | $25,607+941.4% | $42,957+520.8% |
| Participant deferral / active EE | $0 | $0 | $77-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $6,725-100.0% | $13,511-100.0% | $12,572-100.0% |