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 |
|---|---|---|
SEI INVESTMENTS5+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 13 · EIN 23-3060382 | Contract Administrator | $915,775 |
MCGUIRE WOODS5+ years Service code 29 · EIN 54-0505857 2001 K STREET NW · WASHINGTON, DC 20006 | Legal | $10,851 |
STAMBAUGH NESS PC5+ years Filed as: STAMBAUGH NESS Service code 10 · EIN 23-2846715 252 FREDERICK STREET · HANOVER, PA 17331 | Accounting | $10,500 |
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 | $70,499-100.0% | $50,635-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 6.0%-6.0pp | 47.4%-47.4pp |
| Annual return | 15.06% | 10.98%+4.1pp | 18.06%-3.0pp | 12.16%+2.9pp |
| Employer contribution / active EE | $0 | $48,856-100.0% | $30,411-100.0% | $44,746-100.0% |
| Participant deferral / active EE | $0 | $0-100.0% | $40-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $2,698-100.0% | $1,675-100.0% | $17,640-100.0% |