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 |
|---|---|---|
HILLSWICK ASSET MANAGEMENT1+ years Filed as: HILLSWICK ASSET MANAGEMENT, LLC Service code 28 · EIN 90-0172984 | Investment Management | $34,322 |
STROME ACTUARIAL SERVICES, LLC1+ years Filed as: STROME ACTUARIAL SERVICES LLC Service code 11 · EIN 46-4229857 | Actuarial | $12,168 |
UHY LLP1+ years Service code 10 · EIN 20-0694403 | Accounting | $10,750 |
WELL AND GOOD LLC1+ years Filed as: WELL FARGO BANK Service code 18 · EIN 94-1347393 | Trustee (bank, trust company, or simi... | $9,513 |
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 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 | $219,269-100.0% | $177,167-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 28.6%-28.6pp | 11.8%-11.8pp | 48.7%-48.7pp |
| Annual return | -3.06% | -4.65%+1.6pp | -2.52%-0.5pp | -2.16%-0.9pp |
| Employer contribution / active EE | $145,100 | $171,621-15.5% | $82,375+76.1% | $42,957+237.8% |
| Participant deferral / active EE | $0 | $0 | $201-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $1,619-100.0% | $1,917-100.0% | $12,572-100.0% |