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 |
|---|---|---|
INGHAM & COMPANY1+ years Filed as: INGHAM RETIREMENT GROUP Service code 11 · EIN 65-0170152 | Actuarial | $30,000 |
S I GORDON & COMPANY, PA1+ years Service code 10 · EIN 46-1347290 11555 HERON BAY BLVD · CORAL SPRINGS, FL 33076 | Accounting | $7,140 |
TIM MLSNA1+ years Filed as: TIMOTHY M. MLSNA & ASSOCIATES Service code 29 210 W 22ND STREET · OAK BROOK, IL 60523 | Legal | $2,050 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $138,622-100.0% | $96,302-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 28.6%-28.6pp | 8.8%-8.8pp | 48.7%-48.7pp |
| Annual return | 0.66% | -6.67%+7.3pp | -2.90%+3.6pp | -2.16%+2.8pp |
| Employer contribution / active EE | $0 | $50,664-100.0% | $27,990-100.0% | $42,957-100.0% |
| Participant deferral / active EE | $0 | $0 | $137-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $677-100.0% | $519-100.0% | $12,572-100.0% |