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 |
|---|---|---|
Filed as: STATE STREET BANK AND TRUST COMPANY Service code 13 · EIN 04-1867445 | Contract Administrator | $137,480 |
FIDUCIARY INVESTMENT ADVISORS2+ years Filed as: FIDUCIARY VEST Service code 27 · EIN 20-2217636 | Advisory (Plan) | $45,000 |
BKD, LLP2+ years Service code 10 · EIN 44-0160260 | Accounting | $14,850 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 7.29% | 6.13%+1.2pp | 4.74%+2.6pp | 9.19%-1.9pp |
| Employer contribution / active EE | $7,568 | $10,206-25.8% | $36,089-79.0% | $12,608-40.0% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |