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 6-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 |
|---|---|---|
MERCER6+ years Service code 11 · EIN 13-2834414 3031 N ROCKY POINT DR WEST STE 700 · TAMPA, FL 33607 | Actuarial | $333,068 |
SUNTRUST BANKS, INC.6+ years Filed as: SUNTRUST Service code 25 · EIN 59-3482833 303 PEACHTREE STREET, SUITE 200 · ATLANTA, GA 30308 | Directed Trustee | $47,570 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: SSGA INTERNATIONAL FUND Service code 20 · EIN 04-1867445 | Trustee (individual) | $40,183 |
BARCLAYS CAPITAL LE6+ years Filed as: BARCLAYS GLOBAL INVESTORS Service code 21 · EIN 94-3112180 | Bank Trustee | $25,717 |
Filed as: CBIZ MHM, LLC Service code 10 · EIN 27-3605969 140 FOUNTAIN PKWY N, STE 410 · ST. PETERSBURG, FL 33716 | Accounting | $18,500 |
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 | $409,661-100.0% | $312,618-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 1.7%-1.7pp |
| Annual return | 7.70% | 8.23%-0.5pp | 10.03%-2.3pp | 627.08%-619.4pp |
| Employer contribution / active EE | $32,498 | $13,919+133.5% | $38,789-16.2% | $18,824+72.6% |
| Participant deferral / active EE | $0 | $596-100.0% | $74-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $4,182-100.0% | $1,923-100.0% |