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 |
|---|---|---|
AON CONSULTING1 year Filed as: AON CONSULTING, INC Service code 11 · EIN 22-2945469 | Actuarial | $23,876 |
Filed as: METZLER, LOCRICCHIO, SERRA CO. Service code 10 · EIN 38-2488264 | Accounting | $21,037 |
JANNEY MONTGOMERY SCOTT LLC3+ years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 16 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Consulting | $13,302 |
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $5,572 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,968-100.0% | $144,462-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 11.7%-11.7pp | 11.3%-11.3pp |
| Annual return | 5.22% | 11.14%-5.9pp | 16.78%-11.6pp | 10.41%-5.2pp |
| Employer contribution / active EE | $9,897 | $14,043-29.5% | $26,328-62.4% | $14,691-32.6% |
| Participant deferral / active EE | $0 | $91-100.0% | $97-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $20,893-100.0% | $2,646-100.0% |