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 |
|---|---|---|
PALLAS CAPITAL ADVISORS4 years Service code 27 45 BRAINTREE HILL OFFICE PARK · BRAINTREE, MA 02182 | Advisory (Plan) | $131,993 |
Filed as: FIDELITY MANAGEMENT Service code 13 · EIN 04-3275867 | Contract Administrator | $57,521 |
GRANT THORNTON LLP7 years Filed as: GRANT THORNTON Service code 10 · EIN 26-6055556 | Accounting | $19,000 |
FID INV INST OPS CO3 years Filed as: FID INV INSTL OPS Service code 15 · EIN 04-2647786 | Recordkeeping | $6,557 |
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 | $93,040-100.0% | $148,078-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 13.3%-13.3pp | 5.4%-5.4pp | 44.0%-44.0pp |
| Annual return | 10.94% | 3.92%+7.0pp | 6.78%+4.2pp | 13.05%-2.1pp |
| Employer contribution / active EE | $88,567 | $35,642+148.5% | $25,154+252.1% | $37,639+135.3% |
| Participant deferral / active EE | $0 | $9-100.0% | $47-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $7,182-100.0% | $30,864-100.0% |