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: STRATEGIC CAPITAL INV ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $98,118 |
GINA ENGLEMAN1+ years Service code 30 · EIN 31-6171353 | Employee (plan); Direct payment from ... | $59,425 |
CHRISTINA MADERICH1+ years Filed as: CHRISTINA ASHBURN Service code 30 · EIN 31-6171353 | Employee (plan); Direct payment from ... | $34,108 |
NATIONAL INVESTMENT SERVICES2+ years Service code 28 · EIN 80-0169636 | Investment Management | $33,699 |
CUNI, RUST & STRENK2+ years Filed as: CUNI RUST & STRENK Service code 11 · EIN 31-1227755 | Actuarial | $30,500 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB ALLEGIANA REAL ESTATE FUND Service code 28 · EIN 52-6257033 | Investment Management | $23,021 |
Filed as: ARTHUR J GALLAGHER Service code 22 · EIN 36-2481781 | Insurance Broker | $21,499 |
ASCENSUS LLC2+ years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 | Legal | $15,691 |
BENESYS, INC.2+ years Filed as: UNITED ACTUARIAL SERVICES Service code 17 · EIN 25-2156428 | Pension Consulting | $14,556 |
CLARK, SCHAEFER, HACKETT & CO.1+ years Service code 10 · EIN 31-0800053 | Accounting | $13,500 |
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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 6.41% | 3.49%+2.9pp | 4.16%+2.3pp | 7.18%-0.8pp |
| Employer contribution / active EE | $13,368 | $11,083+20.6% | $29,966-55.4% | $13,095+2.1% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |