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 |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 PO BOX 7350 · PORTLAND, ME 041127350 | Advisory (Plan) | $64,806 |
INSURANCE PROGRAMERS, INC.1+ years Service code 13 · EIN 06-0811449 10 TECHNOLOGY DRIVE · WALLINGFORD, CT 06492 | Contract Administrator | $52,093 |
EATON PEABODY ATTORNEYS AT LAW1+ years Filed as: EATON PEABODY ATTORNEY'S ST LAW Service code 29 · EIN 01-0373027 PO BOX 1210 · BANGOR, ME 044021210 | Legal | $29,948 |
Filed as: BUCKLEY, FRAME, BOUDREAU & CO Service code 10 · EIN 06-0931761 | Accounting | $18,011 |
LECKENBY BENEFITS CONSULTING1+ years Filed as: LECKENBY BENEFITS CONSULTANTS Service code 11 · EIN 20-4457764 | Actuarial | $11,940 |
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 | $211,396-100.0% | $115,244-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 4.3%-4.3pp |
| Annual return | -2.98% | -1.83%-1.1pp | -1.61%-1.4pp | 2.81%-5.8pp |
| Employer contribution / active EE | $6,922 | $9,208-24.8% | $30,840-77.6% | $16,358-57.7% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $3,433-100.0% | $1,639-100.0% |