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 INVESTMENTS9+ years Service code 21 · EIN 23-1707341 | Bank Trustee | $522,754 |
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $337,644 |
BAKER & HOSTETLER LLP1 year Filed as: BAKER HOSTETLER Service code 29 127 PUBLIC SQUARE SUITE 2000 · CLEVELAND, OH 44114 | Legal | $69,060 |
MEADEN & MOORE, LTD.8 years Filed as: MEADEN & MOORE Service code 10 · EIN 34-1818258 | Accounting | $22,500 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $148,078-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 5.4%-5.4pp | 11.0%-11.0pp |
| Annual return | 9.23% | 7.22%+2.0pp | 6.78%+2.4pp | 8.23%+1.0pp |
| Employer contribution / active EE | $0 | $12,542-100.0% | $25,154-100.0% | $13,859-100.0% |
| Participant deferral / active EE | $0 | $56-100.0% | $47-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $7,182-100.0% | $1,652-100.0% |