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 |
|---|---|---|
MCDERMOTT WILL & EMERY LLP2 years Filed as: MCDERMOTT WILL AND EMERY Service code 29 · EIN 36-1453176 | Legal | $232,891 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $152,032 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING Service code 27 · EIN 43-1270780 | Advisory (Plan) | $24,448 |
FROST, PLLC9 years Filed as: FROST PLLC Service code 10 · EIN 71-0817652 | Accounting | $14,709 |
BCG PENSION RISK CONSULT1 year Service code 27 · EIN 47-3313152 | Advisory (Plan) | $10,000 |
CADWALADER & ASSOCIATES1 year Filed as: CADWALADER AND Service code 22 · EIN 23-2593193 | Insurance Broker | $6,378 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $116,914-100.0% | $116,914-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 20.2%-20.2pp | 9.1%-9.1pp | 44.0%-44.0pp |
| Annual return | -2.52% | 7.68%-10.2pp | 8.91%-11.4pp | 13.05%-15.6pp |
| Employer contribution / active EE | $0 | $38,001-100.0% | $24,376-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $692-100.0% | $692-100.0% | $30,864-100.0% |