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 INVESTMENTS7+ years Filed as: SEI TRUST COMPANY Service code 21 · EIN 06-1271230 ONE FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Bank Trustee | $2,108,583 |
HORIZON ACTUARIAL SERVICES, LLC7+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 5005 ROCKSIDE ROAD, SUITE 600 · INDEPENDENCE, OH 44131 | Actuarial | $143,182 |
CALIBRE CPA GROUP PLLC7+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 W MONROE, STE 310 · CHICAGO, IL 60606 | Accounting | $71,197 |
ISSI7+ years Service code 16 · EIN 23-2182079 TWO EXECUTIVE CAMPUS, SUITE 400 · CHERRY HILL, NJ 08002 | Consulting | $66,362 |
Service code 29 · EIN 36-2744057 200 EST ADAMS STREET, STE 2200 · CHICAGO, IL 60606 | Legal | $65,212 |
DAVID ROMANO1 year Filed as: DAVID UGARTE Service code 30 · EIN 36-6219639 | Employee (plan) | $49,339 |
AMANDA SNIDER DOREN1 year Filed as: AMANDA YOUNG Service code 30 · EIN 36-6219639 | Employee (plan) | $47,271 |
NORTHERN TRUST COMPANY7+ years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-2723087 50 S. LASALLE STREET · CHICAGO, IL 60690 | Securities Custodian | $40,045 |
LEAH BANBURY1 year Service code 30 · EIN 36-6219639 | Employee (plan) | $37,809 |
KIMBERLY C WALKER PC1 year Filed as: KIMBERLY WETZEL Service code 30 · EIN 36-6219639 | Employee (plan) | $32,320 |
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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -2.33% | -7.95%+5.6pp | -5.84%+3.5pp | 23.41%-25.7pp |
| Employer contribution / active EE | $22,525 | $13,972+61.2% | $31,839-29.3% | $12,650+78.1% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |