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 |
|---|---|---|
PENSION LIVE, LLC3 years Filed as: PENSION LIVE LLC Service code 11 · EIN 26-2239692 2777 N STEMMONS FWY · DALLAS, TX 75207 | Actuarial | $30,014 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $13,013 |
THE WHITLOCK COMPANY4 years Filed as: THE WHITLOCK COMPANY LLP. Service code 10 · EIN 43-1365401 3271 EAST BATTLEFIELD · SPRINGFIELD, MO 65804 | Accounting | $9,700 |
UBS FINANCIAL SERVICES INC5+ years Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $5,957 |
COMMERCE BANK3 years Service code 21 1345 E. BATTLEFIELD, 3RD FLOOR · SPRINGFIELD, MO 65804 | Bank Trustee | $2,848 |
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.
Annual investment return 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 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 | $46,244-100.0% | $133,543,011-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 2.8%-2.8pp |
| Annual return | 4.29% | 15.60%-11.3pp | 29.77%-25.5pp | 16.32%-12.0pp |
| Employer contribution / active EE | $11,860 | $11,838+0.2% | $33,607-64.7% | $17,007-30.3% |
| Participant deferral / active EE | $0 | $372-100.0% | $96-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $835,310-100.0% | $127-100.0% |