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 |
|---|---|---|
SEI INVESTMENTS10+ years Filed as: SEI TRUST COMPANY Service code 21 · EIN 06-1271230 | Bank Trustee | $2,632,920 |
HORIZON ACTUARIAL SERVICES, LLC10+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $162,846 |
AMANDA SNIDER DOREN4 years Filed as: AMANDA YOUNG Service code 30 · EIN 36-6219639 | Employee (plan) | $116,710 |
Service code 16 · EIN 52-1796473 | Consulting | $93,810 |
DEBORAH DANNER3 years Filed as: DEBORAH FRENCH Service code 30 · EIN 36-6219639 | Employee (plan) | $86,281 |
CALIBRE CPA GROUP PLLC10+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $80,311 |
BAUM SIGMAN AUERBACH & NEUMAN, LTD10+ years Service code 29 · EIN 36-2744057 | Legal | $74,863 |
DAVID ROMANO4 years Filed as: DAVID UGARTE Service code 30 · EIN 36-6219639 | Employee (plan) | $65,367 |
ALEXANDRIA ALEJANDRES3 years Service code 30 · EIN 36-6219639 | Employee (plan) | $55,268 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $48,919 |
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.
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 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 9.46% | 10.50%-1.0pp | 9.65%-0.2pp | 9.22%+0.2pp |
| Employer contribution / active EE | $25,449 | $14,720+72.9% | $26,259-3.1% | $13,567+87.6% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |