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 |
|---|---|---|
WILMINGTON TRUST1 year Service code 21 · EIN 16-1486454 | Bank Trustee | $21,038 |
WATKINS ROSS3 years Service code 11 · EIN 38-1477362 | Actuarial | $18,652 |
COMERICA BANK3 years Filed as: COMERICA Service code 21 · EIN 42-1741646 | Bank Trustee | $7,326 |
Filed as: LONG, CPA PLLC Service code 10 · EIN 81-1806291 | Accounting | $5,000 |
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 | $146,112-100.0% | $133,543,011-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.0%-27.0pp | 8.0%-8.0pp | 47.4%-47.4pp |
| Annual return | 17.23% | 4.63%+12.6pp | 29.77%-12.5pp | 12.16%+5.1pp |
| Employer contribution / active EE | $0 | $51,918-100.0% | $33,607-100.0% | $44,746-100.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $96-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $282,686-100.0% | $835,310-100.0% | $17,640-100.0% |