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 |
|---|---|---|
BENESYS, INC.5 years Service code 13 · EIN 38-2383171 | Contract Administrator | $38,334 |
ANDCO CONSULTING3 years Service code 17 4901 VINELAND RD STE 600 · ORLANDO, FL 32811 | Pension Consulting | $37,000 |
HORIZON ACTUARIAL SERVICES, LLC6+ years Filed as: HORIZON ACTUARIAL Service code 11 · EIN 26-1370698 | Actuarial | $27,733 |
PBGC PREMIUM6+ years Service code 73 P.O. BOX 77000 · DETROIT, MI 482770430 | Other insurance fees and expenses | $16,680 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 900 7TH STREET, NW · WASHINGTON, DC 20001 | Investment Management | $16,543 |
AMERICAN REALTY ADVISORS2 years Service code 28 · EIN 33-0123114 | Investment Management | $16,094 |
YURCHYK & DAVIS CPA'S, INC.6+ years Filed as: YURCHYK & DAVIS CPA'S, INC Service code 10 · EIN 34-1638235 | Accounting | $15,980 |
Filed as: GREEN HAINES SGAMBATI CO. LPA Service code 29 · EIN 34-1224415 | Legal | $9,732 |
PNC BANK, N.A.6+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 19 · EIN 22-1146430 | Securities Custodian | $8,938 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 13.45% | 6.41%+7.0pp | 8.01%+5.4pp | 11.45%+2.0pp |
| Employer contribution / active EE | $8,365 | $11,592-27.8% | $29,475-71.6% | $17,219-51.4% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |