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 |
|---|---|---|
MARCO CONSULTING GROUP4+ years Filed as: MARCO CONSULTING GROUP, INC. Service code 27 · EIN 36-3555078 | Advisory (Plan) | $364,118 |
COMPUSYS OF UTAH, INC.4+ years Service code 13 · EIN 84-0869853 | Contract Administrator | $176,565 |
DEBOER & ASSOCIATES, PC4+ years Service code 10 · EIN 47-0836395 | Accounting | $93,047 |
BENESYS, INC.4+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $52,550 |
BLAKE & UHLIG, P.A.4+ years Service code 29 · EIN 48-0918231 | Legal | $33,778 |
MCGRATH NORTH4+ years Filed as: MCGRATH NORTH MULLIN & KRATZ PC LLO Service code 29 · EIN 47-0551221 | Legal | $17,496 |
COMERICA BANK2 years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $12,989 |
IRON MOUNTAIN4+ years Service code 64 1000 CAMPUS DR · COLLEGEVILLE, PA 19426 | Recordkeeping Fees | $6,725 |
ASB CAPITAL MANAGEMENT4+ years Filed as: ASB CAPITAL Service code 28 · EIN 52-6257033 | Investment Management | $5,477 |
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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -0.95% | -0.94%0pp | -2.18%+1.2pp | 33.37%-34.3pp |
| Employer contribution / active EE | $9,173 | $12,464-26.4% | $38,751-76.3% | $11,253-18.5% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |