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 |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 25 · EIN 94-1347393 | Directed Trustee | $82,654 |
USI CONSULTING GROUP3+ years Service code 11 · EIN 06-1053228 | Actuarial | $76,868 |
Filed as: SHAPIRO CAPITAL MANAGEMENT Service code 28 · EIN 20-4196445 | Investment Management | $68,728 |
DIAMOND HILL3+ years Service code 28 · EIN 31-1019984 | Investment Management | $38,905 |
FIDUCIARY INVESTMENT ADVISORS3+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $33,804 |
BLUM SHAPIRO3+ years Filed as: BLUM SHAPIRO & COMPANY Service code 10 · EIN 06-1009205 | Accounting | $20,836 |
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 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 | $169,587-100.0% | $157,466-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 34.7%-34.7pp | 11.9%-11.9pp | 46.4%-46.4pp |
| Annual return | 11.41% | -5.34%+16.7pp | 12.68%-1.3pp | -82.66%+94.1pp |
| Employer contribution / active EE | $636,667 | $31,322+1932.6% | $22,860+2685.1% | $43,769+1354.6% |
| Participant deferral / active EE | $0 | $98-100.0% | $123-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $3,068-100.0% | $2,825-100.0% | $11,204-100.0% |