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 |
|---|---|---|
SUSAN FLAHERTY2+ years Filed as: SUSAN ACKERMAN Service code 30 · EIN 37-1186588 | Direct payment from the plan; Employe... | $62,768 |
BANK OF EDWARDSVILLE2+ years Filed as: THE BANK OF EDWARDSVILLE Service code 15 · EIN 37-0259190 | Recordkeeping | $35,390 |
EKON BENEFITS2+ years Service code 11 · EIN 43-1317863 | Actuarial | $15,530 |
MENGWASSER MARTIN LALL & CLARK2+ years Filed as: MENGWASSER MARTIN LALL & CLARK P.C. Service code 10 · EIN 43-1564913 | Accounting | $13,676 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 25 reportable transactions. $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 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | 5.29% | 2.79%+2.5pp | 4.16%+1.1pp | 11.88%-6.6pp |
| Employer contribution / active EE | $8,995 | $10,530-14.6% | $29,966-70.0% | $14,612-38.4% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |