Filed March 27, 2024
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 9-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 |
|---|---|---|
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS BANK N.A. Service code 28 · EIN 36-3673844 | Investment Management | $324,606 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 28 · EIN 94-1347393 | Investment Management | $63,689 |
THE SEGAL COMPANY4+ years Filed as: SEGAL-SIBSON CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $32,000 |
SIKICH LLP3 years Service code 10 · EIN 36-3168081 | Accounting | $14,100 |
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.
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 | $37,197-100.0% | $1,035,159-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 49.6%-49.6pp | 4.7%-4.7pp |
| Annual return | -0.71% | -2.53%+1.8pp | -61.72%+61.0pp | -0.69%0pp |
| Employer contribution / active EE | $47,169 | $37,001+27.5% | $47,703-1.1% | $16,786+181.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $135-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $5,792-100.0% | $124-100.0% |