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 |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Filed as: STRATEGIC INVESTMENT GROUP Service code 27 · EIN 52-1540171 | Advisory (Plan) | $308,438 |
THE JOHNS HOPKINS HOSPITAL8 years Service code 14 · EIN 52-0591656 | Plan Administrator | $123,000 |
MERCER1 year Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $96,844 |
NORTHERN TRUST COMPANY5 years Service code 21 · EIN 36-1561860 | Bank Trustee | $40,908 |
SB & COMPANY, LLC9+ years Filed as: SB AND COMPANY, LLC Service code 10 · EIN 20-2153727 | Accounting | $19,125 |
ALL PLANS CONSULTING PLAN2 years Filed as: ALL PLANS CONSULTING Service code 16 · EIN 36-4109480 | Consulting | $9,100 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 6.57% | 5.48%+1.1pp | 9.84%-3.3pp | 9.30%-2.7pp |
| Employer contribution / active EE | $2,105 | $9,127-76.9% | $30,320-93.1% | $12,557-83.2% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |