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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 19 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Securities Custodian | $339,735 |
BENESYS, INC.2+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 11590 N MERIDIAN ST STE 610 · CARMEL, IN 46032 | Actuarial | $34,760 |
PARAMOUNT CONSULTING2+ years Service code 14 5235 ASHFORD ROAD · DUBLIN, OH 43017 | Plan Administrator | $24,000 |
PILE CPAS2+ years Service code 10 · EIN 35-0865680 ONE INDIANA SQUARE SUITE 1200 · INDIANAPOLIS, IN 46204 | Accounting | $19,250 |
ALATEK2+ years Filed as: ALATEK DEVELOPMENT Service code 99 · EIN 62-1782185 10919 S CONESTOGA DR · SPANISH FORK, UT 84660 | Other Fees | $14,700 |
UNION INSURANCE GROUP2+ years Service code 22 · EIN 36-4226088 2125 W ROSCOE STREET · CHICAGO, IL 60618 | Insurance Broker | $9,248 |
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.
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 | $1,723,788-100.0% | $128,366-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.9%-1.9pp |
| Annual return | 8.45% | 12.52%-4.1pp | 9.39%-0.9pp | 23.90%-15.4pp |
| Employer contribution / active EE | $3,792 | $13,977-72.9% | $33,466-88.7% | $16,539-77.1% |
| Participant deferral / active EE | $0 | $463-100.0% | $657-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $2,132-100.0% | $18,975-100.0% |