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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $161,929 |
MEKETA INVESTMENT GROUP3+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $94,871 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS Service code 28 · EIN 20-1367417 | Investment Management | $76,740 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1975125 | Actuarial | $75,749 |
UNION BANK & TRUST COMPANY3+ years Service code 19 · EIN 41-1267434 | Securities Custodian | $74,560 |
Service code 29 · EIN 41-1654544 | Legal | $43,046 |
STATE STREET GLOBAL ADVISORS3+ years Service code 18 · EIN 81-4017137 | Soft dollars commissions; Investment ... | $33,976 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $25,000 |
QUALITY RESOURCE GROUP1 year Service code 36 · EIN 41-1762007 | Copying and duplicating | $8,201 |
LASERMARK INC.1 year Service code 36 · EIN 41-1703180 | Copying and duplicating; Participant ... | $5,850 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 1.48% | 2.02%-0.5pp | -752.26%+753.7pp | 33.37%-31.9pp |
| Employer contribution / active EE | $8,389 | $12,422-32.5% | $31,802-73.6% | $11,253-25.5% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |