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 |
|---|---|---|
SEI INVESTMENTS1+ years Service code 21 · EIN 23-1707341 | Bank Trustee | $1,004,877 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $509,783 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $24,389 |
BAKER & HOSTETLER LLP1+ years Filed as: BAKER & HOSTETLER Service code 29 · EIN 34-0082025 | Legal | $15,805 |
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 | $35,636-100.0% | $169,917-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 1.8%-1.8pp |
| Annual return | 5.98% | 7.17%-1.2pp | 7.98%-2.0pp | 7.18%-1.2pp |
| Employer contribution / active EE | $6,080 | $13,444-54.8% | $23,724-74.4% | $13,095-53.6% |
| Participant deferral / active EE | $0 | $228-100.0% | $53-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $636-100.0% | $362-100.0% |