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 |
|---|---|---|
CARDAY ASSOCIATES3+ years Service code 13 · EIN 53-0257019 7130 COLUMBIA GATEWAY DRIVE STE A · COLUMIA, MD 21046 | Contract Administrator | $30,828 |
ANDCO CONSULTING2+ years Service code 27 · EIN 59-3676225 4901 VINELAND ROAD, SUITE 600 · ORLANDO, FL 32811 | Advisory (Plan) | $12,500 |
STEVEN D EISENBERG CPA PA3+ years Filed as: STEVEN D. EISENBERG CPA, P.A Service code 10 · EIN 65-0140643 13790 NW 4TH STREET, STE 100 · SUNRISE, FL 33325 | Accounting | $9,354 |
SOUTHERN ACTUARIAL SERVICES3+ years Service code 11 · EIN 58-2409046 P.O. BOX 888343 · ATLANTA, GA 30356 | Actuarial | $8,325 |
VENABLE LAW FIRM3+ years Service code 29 · EIN 58-1824267 57402 N 56TH STREET, STE 380 · TAMPA, FL 33617 | Legal | $6,672 |
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.
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 | $425,338-100.0% | $411,917-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 35.6%-35.6pp | 16.2%-16.2pp | 45.9%-45.9pp |
| Annual return | 13.83% | 9.03%+4.8pp | 10.36%+3.5pp | 10.21%+3.6pp |
| Employer contribution / active EE | $7,312 | $48,592-85.0% | $37,738-80.6% | $42,272-82.7% |
| Participant deferral / active EE | $0 | $154-100.0% | $137-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $16,407-100.0% | $15,661-100.0% | $13,518-100.0% |