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 |
|---|---|---|
FID INV INST OPS CO1 year Filed as: FID MGT TRUST CO Service code 21 · EIN 04-2723880 | Bank Trustee | $249,917 |
FID INV INST OPS CO1 year Service code 11 · EIN 04-2647786 | Actuarial | $113,153 |
RVK, INC.10+ years Filed as: R.V. KUHN AND ASSOCIATES, INC. Service code 27 · EIN 93-0910652 | Advisory (Plan) | $65,600 |
CLIFTONLARSONALLEN LLP7 years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $24,990 |
FID INV INST OPS CO1 year Filed as: FID INV ASSET MANAGEMENT Service code 27 · EIN 20-4659714 | Advisory (Plan) | $17,616 |
Filed as: PRUDENTIAL RETIRE INS AND ANN CO Service code 28 · EIN 06-1050034 | Investment Management | $17,323 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,974-100.0% | $105,290-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 19.2%-19.2pp | 12.3%-12.3pp | 17.1%-17.1pp |
| Annual return | 1.28% | 8.98%-7.7pp | 52.39%-51.1pp | 9.82%-8.5pp |
| Employer contribution / active EE | $0 | $17,759-100.0% | $23,486-100.0% | $13,587-100.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $224-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $1,488-100.0% | $4,431-100.0% | $2,893-100.0% |