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 |
|---|---|---|
REED-RAMSEY, INC.2+ years Filed as: REED-RAMSEY,INC. Service code 11 · EIN 36-6079566 | Actuarial | $28,468 |
THE BANK OF NEW YORK MELLON2+ years Filed as: U.S. BANK Service code 21 777 E. WISCONSIN AVE. · MILWAUKEE, WI 53202 | Bank Trustee | $12,245 |
WARADY & DAVIS LLP1 year Service code 10 · EIN 36-2170602 | Accounting | $11,000 |
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 | $52,729-100.0% | $151,941-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 12.6%-12.6pp |
| Annual return | 5.35% | 4.69%+0.7pp | 5.44%-0.1pp | 4.56%+0.8pp |
| Employer contribution / active EE | $721 | $15,631-95.4% | $25,481-97.2% | $15,526-95.4% |
| Participant deferral / active EE | $0 | $53-100.0% | $65-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $11,765-100.0% | $1,711-100.0% |