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 |
|---|---|---|
Filed as: SUMMIT BENEFIT ACTUARIAL SERVICES Service code 11 · EIN 93-1098102 374 W 12TH AVE · EUGENE, OR 97401 | Actuarial | $12,000 |
US BANK6+ years Service code 12 · EIN 39-1126909 800 NICOLLET MALL FL 2 · MINNEAPOLIS, MN 55402 | Claims processing | $8,810 |
CLIFTONLARSONALLEN LLP6+ years Service code 10 · EIN 41-0746749 220 SOUTH 6TH STREET, SUITE 300 · MINNEAPOLIS, MN 55402 | Accounting | $6,930 |
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 | $250,469-100.0% | $220,551-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 24.3%-24.3pp | 8.7%-8.7pp | 37.6%-37.6pp |
| Annual return | 4.13% | 4.93%-0.8pp | 7.32%-3.2pp | 9.30%-5.2pp |
| Employer contribution / active EE | $0 | $32,616-100.0% | $23,426-100.0% | $43,742-100.0% |
| Participant deferral / active EE | $0 | $80-100.0% | $107-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $11,153-100.0% | $9,522-100.0% | $12,596-100.0% |