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 SOLUTIONS5+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $162,952 |
MEKETA INVESTMENT GROUP5+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $95,362 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS Service code 28 · EIN 20-1367417 | Investment Management | $88,315 |
UNION BANK & TRUST COMPANY5+ years Service code 19 · EIN 41-1267434 | Securities Custodian | $85,084 |
Filed as: CONSTITUTION CAPITAL Service code 18 · EIN 20-5977927 | Custodial (other than securities); Cu... | $72,995 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1975125 | Actuarial | $69,645 |
STATE STREET GLOBAL ADVISORS5+ years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $52,878 |
Service code 29 · EIN 41-1654544 | Legal | $43,228 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $26,500 |
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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 10.98% | 6.41%+4.6pp | 8.01%+3.0pp | 11.45%-0.5pp |
| Employer contribution / active EE | $12,686 | $11,592+9.4% | $29,475-57.0% | $17,219-26.3% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |