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 |
|---|---|---|
Filed as: STACY BRAUN AASOCIATES INC Service code 28 · EIN 13-2889432 | Investment Management | $68,190 |
Filed as: SAVASTA & COMPANY INC Service code 11 · EIN 13-3879959 | Actuarial | $37,666 |
Service code 15 · EIN 20-1935452 | Recordkeeping | $30,000 |
NOVAK FRANCELLA LLC4 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $16,452 |
Filed as: PRINCIPAL TRUST COMPANY Service code 28 · EIN 51-0099493 | Investment Management | $8,085 |
O'DONOGHUE & O'DONOGHUE10+ years Service code 29 · EIN 53-0120528 | Legal | $5,098 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $53-100.0% | $178,317-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 20.5%-20.5pp | 18.6%-18.6pp |
| Annual return | 9.24% | 12.40%-3.2pp | 9.57%-0.3pp | 9.77%-0.5pp |
| Employer contribution / active EE | $7,751 | $8,404-7.8% | $26,706-71.0% | $13,890-44.2% |
| Participant deferral / active EE | $0 | $0 | $213-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $0 | $1,620-100.0% | $2,893-100.0% |