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 |
|---|---|---|
O'DONOGHUE & O'DONOGHUE1+ years Filed as: O'DONOGHUE AND O'DONONGHUE Service code 29 · EIN 53-0120528 | Legal | $37,693 |
IATSE LOCAL 221+ years Service code 14 · EIN 52-1021473 | Plan Administrator | $30,751 |
BOLTON PARTNERS, INC.1+ years Filed as: BOLTON PARTNERS, INC Service code 11 · EIN 52-1231144 | Actuarial | $25,771 |
SARFINO AND RHOADES, LLP1+ years Service code 10 · EIN 52-0961657 | Accounting | $21,610 |
BOLTON PARTNERS, INC.1+ years Filed as: BOLTON PARTNERS INVST CONSG GROUP Service code 50 · EIN 52-1871508 | Direct Payment | $15,500 |
Filed as: BENEFITS ADMINISTRATION CORP. Service code 12 · EIN 52-1139156 | Claims processing; Direct payment fro... | $15,261 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 50 1021 E. CARY STREET · RICHMOND, VA 23219 | Direct Payment | $5,475 |
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 | $82,591-100.0% | $226,711-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.3%-48.3pp | 0.8%-0.8pp |
| Annual return | 0.15% | -1.73%+1.9pp | -1.71%+1.9pp | -0.60%+0.8pp |
| Employer contribution / active EE | $4,948 | $10,238-51.7% | $45,357-89.1% | $12,272-59.7% |
| Participant deferral / active EE | $0 | $0 | $175-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $7,161-100.0% | $717-100.0% |