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 |
|---|---|---|
MFA INCORPORATED10+ years Service code 30 · EIN 43-0415080 | Employee (plan); Copying and duplicat... | $235,021 |
AON CONSULTING10+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $110,064 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $108,252 |
SPENCER FANE LLP2 years Filed as: SPENCER FANE, LLP Service code 29 · EIN 44-0561981 | Legal | $38,976 |
ARMANINO LLP3 years Service code 10 · EIN 94-6214841 | Accounting | $18,060 |
ADP BROKER-DEALER10+ years Filed as: PENSION CONSULTANTS Service code 27 · EIN 43-1685158 | Advisory (Plan) | $15,431 |
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.
Employer contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $417,381-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 28.2%-28.2pp | 0.0%0pp |
| Annual return | 10.29% | 9.30%+1.0pp | 5.83%+4.5pp | 9.30%+1.0pp |
| Employer contribution / active EE | $4,103 | $12,557-67.3% | $38,352-89.3% | $12,557-67.3% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $165-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $6,587-100.0% | - |