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 |
|---|---|---|
AON CONSULTING3+ years Filed as: AON HEWITT Service code 11 · EIN 54-0507711 | Actuarial | $337,941 |
BMO HARRIS BANK NA3+ years Filed as: M&T BANK Service code 26 · EIN 52-0312840 | Advisory (Participants) | $111,217 |
RUSSELL TRUST COMPANY3+ years Service code 28 · EIN 91-1116938 | Investment Management | $64,152 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $64,029 |
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 | $18,026,966-100.0% | $336,864-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 1.8%-1.8pp |
| Annual return | 6.43% | -1.65%+8.1pp | -3.29%+9.7pp | 0.19%+6.2pp |
| Employer contribution / active EE | $9,610 | $15,083-36.3% | $36,762-73.9% | $13,763-30.2% |
| Participant deferral / active EE | $0 | $32-100.0% | $11-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $6,121-100.0% | $426-100.0% |