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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 49 · EIN 13-5674085 | Other Services | $524,363 |
NORTHWESTERN OHIO ADMINISTRATORS1+ years Service code 10 · EIN 34-1337680 | Accounting | $80,255 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 34-2156428 | Actuarial | $42,200 |
O'SULLIVAN ASSOCIATES1+ years Filed as: SULLIVAN WARD ASHER PATTON PC Service code 29 · EIN 38-1880608 | Legal | $19,379 |
LUBLIN SUSSMAN GROUP LLP1+ years Service code 10 · EIN 34-1087273 | Accounting | $5,700 |
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.
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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | -3.18% | 5.13%-8.3pp | 4.74%-7.9pp | 7.18%-10.4pp |
| Employer contribution / active EE | $16,497 | $14,689+12.3% | $36,089-54.3% | $13,095+26.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |