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 4-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 |
|---|---|---|
Service code 21 · EIN 54-1920705 | Bank Trustee | $44,517 |
USI CONSULTING GROUP1+ years Filed as: BURKE GROUP Service code 11 · EIN 80-0688755 | Actuarial | $16,175 |
WALL EINHORN & CHERNITZER PC1+ years Filed as: WALL, EINHORN AND CHERNITZER, P.C. Service code 10 · EIN 54-1517420 | Accounting | $7,500 |
AON CONSULTING1+ years Service code 11 · EIN 22-2232264 | Actuarial | $5,591 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $211,396-100.0% | $846,462-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 4.3%-4.3pp |
| Annual return | -6.69% | -1.13%-5.6pp | -0.81%-5.9pp | 2.81%-9.5pp |
| Employer contribution / active EE | $9,091 | $14,981-39.3% | $38,425-76.3% | $16,358-44.4% |
| Participant deferral / active EE | $0 | $190-100.0% | $315-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,697-100.0% | $1,639-100.0% |