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 |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Filed as: ALLIGHT Service code 11 · EIN 36-2235791 | Actuarial | $1,290,953 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $161,362 |
BLACKROCK3 years Filed as: BLACKROCK CORP Service code 51 · EIN 94-3289737 | Investment Mgmt Fees | $115,849 |
BALLARD SPAHR LLP4+ years Filed as: BALLARD SPAHR ANDREWS AND INGERSOLL Service code 28 · EIN 23-0382195 | Investment Management | $24,601 |
WARREN AVERETT, LLC2 years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $10,000 |
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 | $18,026,966-100.0% | $221,583-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 1.8%-1.8pp |
| Annual return | -7.03% | -5.24%-1.8pp | -6.55%-0.5pp | 0.19%-7.2pp |
| Employer contribution / active EE | $32,394 | $21,507+50.6% | $21,653+49.6% | $13,763+135.4% |
| Participant deferral / active EE | $0 | $326-100.0% | $160-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $1,920-100.0% | $426-100.0% |