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 9-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 |
|---|---|---|
HALLETT ASSOCIATES, INC.1 year Filed as: HALLETT ASSOCIATES Service code 11 2591 WEXFORD-BAYNE ROAD · SEWICKLEY, PA 15143 | Actuarial | $19,200 |
ELLWOOD ASSOCIATES2+ years Service code 28 · EIN 36-3121777 | Investment Management | $16,566 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK Service code 21 · EIN 36-2085229 | Bank Trustee | $11,403 |
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 | $225,449-100.0% | $219,466-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 50.3%-50.3pp | 44.6%-44.6pp | 45.6%-45.6pp |
| Annual return | 4.13% | 4.17%0pp | 5.00%-0.9pp | 4.16%0pp |
| Employer contribution / active EE | $23,429 | $39,228-40.3% | $35,918-34.8% | $42,916-45.4% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $13,772-100.0% | $13,204-100.0% | $21,465-100.0% |