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 MANAGEMENT3+ years Filed as: HILLSWICK ASSET MANAGEMENT, LLC Service code 28 · EIN 90-0172984 | Investment Management | $31,008 |
STROME ACTUARIAL SERVICES, LLC3+ years Filed as: STROME ACTUARIAL SERVICES LLC Service code 11 · EIN 46-4229857 | Actuarial | $12,006 |
UHY LLP3+ years Service code 10 · EIN 20-0694403 | Accounting | $10,900 |
WELL AND GOOD LLC3+ years Filed as: WELL FARGO BANK Service code 18 · EIN 94-1347393 | Investment management fees paid indir... | $9,522 |
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 | $1,637,423-100.0% | $1,637,423-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 5.3%-5.3pp | 45.9%-45.9pp |
| Annual return | 3.68% | 9.24%-5.6pp | 15.63%-12.0pp | 10.21%-6.5pp |
| Employer contribution / active EE | $0 | $101,185-100.0% | $56,677-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $0 | $93-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $13,518-100.0% |