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 |
|---|---|---|
FINDLEY1 year Service code 29 · EIN 34-1213174 | Legal | $59,949 |
M HOLDINGS SECURITIES INC3 years Filed as: M. HOLDINGS Service code 21 1125 NW COUCH STREET, SUITE 900 · PORTLAND, OR 97209 | Bank Trustee | $45,459 |
BDO USA, LLP4+ years Service code 10 · EIN 13-5381590 | Accounting | $12,200 |
RELIANCE TRUST COMPANY4+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $11,104 |
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 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 | $47,532-100.0% | $336,864-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 11.8%-11.8pp | 27.8%-27.8pp | 14.6%-14.6pp |
| Annual return | -9.45% | -2.74%-6.7pp | -3.29%-6.2pp | 10.56%-20.0pp |
| Employer contribution / active EE | $18,517 | $9,887+87.3% | $36,762-49.6% | $13,643+35.7% |
| Participant deferral / active EE | $0 | $7-100.0% | $11-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $191-100.0% | $6,121-100.0% | $3,354-100.0% |