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 SOLUTIONS10+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $101,684 |
AON CONSULTING8 years Filed as: AON HEWITT INVESTMENT Service code 27 200 E RANDOLPH STREET · CHICAGO, IL 60601 | Advisory (Plan) | $93,750 |
UNION BANK & TRUST COMPANY9 years Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $82,736 |
EDWIN A STEINBERG6 years Filed as: EDWIN T BURTON Service code 27 155 HAYDEN ROAD · WEEMS, VA 22576 | Advisory (Plan) | $60,001 |
BENESYS, INC.6 years Filed as: UNITED ACTUARIAL SERVICES INC Service code 11 · EIN 35-2156428 11590 N MERIDIAN STREET · CARMEL, IN 46032 | Actuarial | $58,300 |
ALAN ROSS & COMPANY, PC5 years Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT, SUITE 100 · READING, PA 19606 | Accounting | $16,500 |
Service code 29 · EIN 04-2738936 177 MILK STREET, SUITE 300 · BOSTON, MA 02109 | Legal | $10,609 |
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 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 13.80% | 8.51%+5.3pp | 10.54%+3.3pp | 8.76%+5.0pp |
| Employer contribution / active EE | $11,935 | $16,216-26.4% | $26,782-55.4% | $16,627-28.2% |
| Participant deferral / active EE | $0 | $1,181-100.0% | $122-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |