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 |
|---|---|---|
MERRIL LYNCH2+ years Service code 28 · EIN 13-5674085 | Investment Management | $157,293 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1975125 | Actuarial | $69,109 |
UFCW PENSION ADMIN FUND2+ years Service code 13 · EIN 34-1019035 | Contract Administrator | $63,858 |
CUNNINGHAM & ASSOCIATES2+ years Service code 10 · EIN 38-3349378 | Accounting | $43,000 |
LITTLER MENDELSON, P.C.2+ years Filed as: LITTLER MENDELSON Service code 29 · EIN 94-2602731 | Legal | $30,030 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO INSURANCE Service code 22 · EIN 31-0683754 | Insurance Broker | $14,620 |
SCHWARZWALD & MCNAIR2+ years Service code 29 · EIN 34-1327628 | Legal | $10,924 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 19 | Securities Custodian | $6,606 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $158,640-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 22.2%-22.2pp | 1.9%-1.9pp |
| Annual return | 8.79% | 23.90%-15.1pp | 10.65%-1.9pp | 23.90%-15.1pp |
| Employer contribution / active EE | $3,042 | $16,539-81.6% | $30,880-90.1% | $16,539-81.6% |
| Participant deferral / active EE | $0 | $350-100.0% | $65-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,478-100.0% | $18,975-100.0% |