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 |
|---|---|---|
MERCER1+ years Filed as: PAVILION ADVISORY GROUP Service code 27 · EIN 04-3831795 | Advisory (Plan) | $302,351 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $156,022 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1975125 | Actuarial | $150,015 |
ASHER, GITTLER & D'ALBA, LTD.1+ years Filed as: ASHER, GITTLER & D'ALBA Service code 29 · EIN 36-2786883 | Legal | $97,686 |
OGLETREE DEAKINS1+ years Filed as: OGLETREE, DEAKINS, NASH, SMOAK Service code 29 · EIN 57-1044820 | Legal | $82,578 |
DOUG JOHNSTON1+ years Service code 20 · EIN 36-6489098 | Employee (plan); Trustee (individual) | $73,093 |
MILAN DIKLICH1+ years Service code 14 · EIN 36-6489098 | Plan Administrator | $70,095 |
MICHAEL F. YATES & COMPANY, INC.1+ years Filed as: MICHAEL HOOPER Service code 30 · EIN 36-6489098 | Employee (plan) | $69,366 |
WILLIAM BLAIR1+ years Filed as: WILLIAM MCINTYRE Service code 30 · EIN 36-6489098 | Employee (plan) | $69,366 |
SEAN MEAD1+ years Filed as: SEAN ALLEN Service code 30 · EIN 36-6489098 | Employee (plan) | $60,736 |
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 | $381,942,733-100.0% | $115,939-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 23.45% | 5.69%+17.8pp | 3.97%+19.5pp | 9.19%+14.3pp |
| Employer contribution / active EE | $12,189 | $14,808-17.7% | $28,168-56.7% | $12,608-3.3% |
| Participant deferral / active EE | $0 | $2,219-100.0% | $274-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $12,837-100.0% | $2,655,710-100.0% |