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 |
|---|---|---|
CHEIRON3+ years Service code 11 · EIN 13-4215617 | Actuarial | $77,746 |
MARQUETTE ASSOCIATES3+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $70,000 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN DATA CENTRE, INC. Service code 13 · EIN 36-6095542 | Contract Administrator | $48,000 |
TOM PARAVOLA3+ years Service code 29 PO BOX 66 · ELMHURST, IL 60126 | Legal | $40,800 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $22,150 |
JOHNSON & KROL, LLC2+ years Filed as: JOHNSON & KROL Service code 29 · EIN 36-4342024 | Legal | $21,225 |
ULLICO3+ years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $15,388 |
DWS FUNDS1 year Filed as: RREEF AMERICA REIT II INC. Service code 28 · EIN 36-4215573 | Investment Management | $12,100 |
INVESCO3+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $6,058 |
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.
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 | $62,467-100.0% | $128,366-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 15.3%-15.3pp | 19.3%-19.3pp | 11.3%-11.3pp |
| Annual return | 12.59% | 11.00%+1.6pp | 9.39%+3.2pp | 10.41%+2.2pp |
| Employer contribution / active EE | $4,063 | $16,132-74.8% | $33,466-87.9% | $14,691-72.3% |
| Participant deferral / active EE | $0 | $198-100.0% | $657-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,085-100.0% | $2,132-100.0% | $2,646-100.0% |