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 8-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 |
|---|---|---|
THE INVESTMENT COUNSEL COMPANY1+ years Filed as: 19/19 INVESTMENT COUNSEL Service code 28 ONE SOUTH STREET SUITE 2500 · BALTIMORE, MD 21202 | Investment Management | $46,622 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 13 · EIN 36-2723087 | Contract Administrator | $18,265 |
HW&CO.1+ years Service code 10 · EIN 34-1663157 | Accounting | $10,700 |
THE LIBMAN ACTUARIAL GROUP, INC.1+ years Service code 11 · EIN 34-1635800 | Actuarial | $9,165 |
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 | $62,124-100.0% | $219,333-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 40.7%-40.7pp | 42.3%-42.3pp | 15.7%-15.7pp |
| Annual return | -1.76% | -1.80%0pp | -2.00%+0.2pp | -7.14%+5.4pp |
| Employer contribution / active EE | $7,604 | $14,777-48.5% | $34,470-77.9% | $14,613-48.0% |
| Participant deferral / active EE | $0 | $11-100.0% | $34-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,779-100.0% | $5,362-100.0% | $1,191-100.0% |