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 |
|---|---|---|
FIRST NATIONAL CORPORATION2+ years Filed as: FIRST NATIONAL Service code 28 · EIN 47-0259043 | Investment Management | $100,127 |
LSV ASSET MANAGEMENT1 year Service code 28 · EIN 20-0726879 | Investment Management | $43,959 |
LUTZ & COMPANY, PC2+ years Filed as: LUTZ Service code 10 · EIN 47-0625816 | Accounting | $41,879 |
VONTOBEL USA INC2+ years Filed as: VONTOBEL ASSET MANAGEMENT, INC Service code 28 · EIN 13-3223264 | Investment Management | $41,372 |
MERITAGE PORTFOLIO MANAGEMENT2+ years Filed as: MERITAGE ASSET MANAGEMENT Service code 28 · EIN 48-1100663 | Investment Management | $34,486 |
COTTONWOOD ADVISORS, LLC2+ years Filed as: COTTONWOOD ADVISORS Service code 27 · EIN 20-4591722 | Advisory (Plan) | $30,000 |
KUTAK ROCK LLP2+ years Filed as: KUTAK ROCK Service code 29 · EIN 47-0597598 | Legal | $29,703 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $24,265 |
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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 13.17% | 11.78%+1.4pp | 8.32%+4.8pp | 23.90%-10.7pp |
| Employer contribution / active EE | $9,888 | $11,309-12.6% | $30,793-67.9% | $16,539-40.2% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |