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 |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN REALTY ADIVISORS Service code 15 801 NORTH BRAND BOULEVARD · GLENDALE, CA 91203 | Recordkeeping | $22,978 |
BENESYS, INC.1+ years Filed as: BENESYS Service code 13 33 FITCH BLVD · AUSTINTOWN, OH 44515 | Contract Administrator | $22,750 |
COWDEN ASSOCIATES, INC.1+ years Service code 11 444 LIBERTY AVENUE · PITTSBURGH, PA 15220 | Actuarial | $18,000 |
THE BOGHDAN GROUP1+ years Service code 17 4901 VINELAND RD ST 600 · ORLANDO, FL 32811 | Pension Consulting | $17,500 |
Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-1051736 | Securities Custodian | $6,371 |
PBGC PREMIUM1+ years Service code 23 P.O. BOX 77000 · DETROIT, MI 482770430 | Insurance services | $5,616 |
Service code 15 33 FITCH BLVD · AUSTINTOWN, OH 44515 | Recordkeeping | $5,072 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $415,031-100.0% | $374,107-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | - |
| Annual return | -0.28% | 15.23%-15.5pp | 4.74%-5.0pp | - |
| Employer contribution / active EE | $7,439 | $39,272-81.1% | $36,089-79.4% | - |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | - |
| Admin fee / account holder | $0 | $113,846-100.0% | $10,677-100.0% | - |