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 GROUP5+ years Service code 11 · EIN 05-1053228 | Actuarial | $321,316 |
USI CONSULTING GROUP5+ years Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $42,926 |
KEY BANK NATIONAL ASSOCIATION5+ years Filed as: KEY BANK Service code 13 · EIN 23-7036607 | Contract Administrator | $25,075 |
BKD, LLP5+ years Filed as: DIXON HUGHES GOODMAN LLC Service code 10 · EIN 56-0747981 | Accounting | $10,887 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $3,370,408-100.0% | $179,713-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.2%-31.2pp | 1.2%-1.2pp |
| Annual return | 21.52% | 13.75%+7.8pp | 8.22%+13.3pp | 53.27%-31.7pp |
| Employer contribution / active EE | $0 | $13,858-100.0% | $46,636-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $476-100.0% | $1,719-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,392-100.0% | $13,289-100.0% |