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 |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $300,532 |
RBC WEALTH MANAGEMENT1 year Service code 28 · EIN 39-1563018 | Investment Management | $100,000 |
NEWPORT GROUP, INC.4+ years Filed as: NEWPORT GROUP SECURITIES Service code 28 · EIN 59-3099288 | Investment Management | $43,116 |
SMITH, GAMBRELL & RUSSELL, LLP4+ years Filed as: SMITH, GAMBRELL, & RUSSELL, LLP Service code 29 · EIN 58-0967450 | Legal | $37,884 |
METLIFE LIFE INSURANCE COMPANY4+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 13 · EIN 13-5581829 | Contract Administrator | $36,199 |
BKD, LLP3+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747891 | Accounting | $14,500 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
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 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 | $18,026,966-100.0% | $215,441-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 50.7%-50.7pp | 1.8%-1.8pp |
| Annual return | -4.88% | 0.19%-5.1pp | 1.09%-6.0pp | 0.19%-5.1pp |
| Employer contribution / active EE | $0 | $13,763-100.0% | $57,621-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $804-100.0% | $181-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $10,762-100.0% | $426-100.0% |