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 |
|---|---|---|
WILMINGTON TRUST2 years Service code 19 1100 NORTH MARKET STREET · WILMINGTON, DE 19890 | Securities Custodian | $330,514 |
CHEIRON9+ years Service code 11 · EIN 13-4215617 | Actuarial | $137,113 |
EMPLOYEE FIDUCIARY, LLC9+ years Filed as: EMPLOYEE A Service code 30 · EIN 45-4227067 | Direct payment from the plan; Employe... | $133,164 |
JEFFREY SLOCUM & ASSOCIATES5 years Filed as: JEFFREY H. LERER ESQ Service code 23 155 SEAPORT BLVD · BOSTON, MA 02110 | Insurance services; Direct payment fr... | $74,430 |
Filed as: MCCRACKEN, STEMERMAN & HOLSBERRY,LL Service code 23 · EIN 94-1709555 | Direct payment from the plan; Insuran... | $74,095 |
EMPLOYEE FIDUCIARY, LLC9+ years Filed as: EMPLOYEE B Service code 30 · EIN 45-4227067 | Direct payment from the plan; Employe... | $56,265 |
MANZI & ASSOCIATES, LLC9+ years Filed as: MANZI & ASSOCIATES LLC Service code 10 · EIN 04-3508036 | Accounting | $40,380 |
EMPLOYEE FIDUCIARY, LLC9+ years Filed as: EMPLOYEE C Service code 30 · EIN 45-4227067 | Direct payment from the plan; Employe... | $36,824 |
EMPLOYEE FIDUCIARY, LLC9+ years Filed as: EMPLOYEE D Service code 30 · EIN 45-4227067 | Direct payment from the plan; Employe... | $23,688 |
TAYLOR SECURITIES9+ years Filed as: TAYLOR ENTERPRISES Service code 15 7305 ONATE CT NE · ALBUQUERQUE, NM 87109 | Recordkeeping | $15,741 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $343,293-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 0.0%0pp | 2.2%-2.2pp |
| Annual return | 11.24% | 9.11%+2.1pp | 16.84%-5.6pp | 9.11%+2.1pp |
| Employer contribution / active EE | $3,607 | $12,231-70.5% | $26,505-86.4% | $12,231-70.5% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $8-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | - | $125-100.0% |