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 |
|---|---|---|
USI CONSULTING GROUP1+ years Service code 11 · EIN 05-1053228 | Actuarial | $172,412 |
USI CONSULTING GROUP1+ years Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $30,668 |
KEY BANK NATIONAL ASSOCIATION1+ years Filed as: KEY BANK Service code 19 · EIN 23-7036607 | Securities Custodian | $20,856 |
BKD, LLP1+ years Filed as: DIXON HUGHES GOODMAN LLC Service code 10 · EIN 56-0747981 | Accounting | $8,750 |
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 | $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 | -0.48% | -1.73%+1.2pp | -1.71%+1.2pp | -0.60%+0.1pp |
| Employer contribution / active EE | $11,131 | $10,238+8.7% | $45,357-75.5% | $12,272-9.3% |
| 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% |