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,PIERCE,FENNER & SMITH Service code 28 · EIN 13-5674085 | Investment Management | $209,613 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $33,608 |
KATZ, SAPPER & MILLER1+ years Service code 10 · EIN 35-1090346 | Accounting | $28,600 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $19,000 |
ALATEK1+ years Service code 16 · EIN 62-1782185 | Consulting | $14,325 |
PARAMOUNT HEALTH1+ years Service code 10 · EIN 48-4748860 | Accounting | $9,750 |
OGLETREE DEAKINS1+ years Filed as: OGLETREE DEAKINS NASH SMOAK & STWT Service code 29 · EIN 57-1044820 | Legal | $6,556 |
THOMPSON HINE1+ years Filed as: THE THOMPSON GROUP Service code 22 · EIN 45-5436292 | Insurance Broker | $5,728 |
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.
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 | $82,591-100.0% | $253,870-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.8%-0.8pp |
| Annual return | -0.12% | -1.11%+1.0pp | -1.10%+1.0pp | -0.60%+0.5pp |
| Employer contribution / active EE | $3,870 | $11,820-67.3% | $27,248-85.8% | $12,272-68.5% |
| Participant deferral / active EE | $0 | $1,534-100.0% | $105-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $702,575-100.0% | $717-100.0% |