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 4-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 |
|---|---|---|
RUDD & WISDOM, INC.1+ years Service code 11 · EIN 74-1896655 9500 ARBORETUM BLVD., SUITE 200 · AUSTIN, TX 78759 | Actuarial | $75,856 |
DIMEO SCHNEIDER & ASSOCIATES LLC1+ years Service code 16 · EIN 36-4001764 500 W.MADISON STREET, SUITE 3855 · CHICAGO, IL 60661 | Consulting | $12,874 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 21 | Bank Trustee | $0 |
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 | $261,171-100.0% | $252,559-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 58.0%-58.0pp | 50.9%-50.9pp | 48.7%-48.7pp |
| Annual return | -6.86% | -1.71%-5.1pp | -1.68%-5.2pp | -2.16%-4.7pp |
| Employer contribution / active EE | $66,947 | $47,449+41.1% | $44,959+48.9% | $42,957+55.8% |
| Participant deferral / active EE | $0 | $326-100.0% | $330-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $14,004-100.0% | $12,994-100.0% | $12,572-100.0% |