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 |
|---|---|---|
ARTY COHN & FEUER LC10+ years Service code 10 · EIN 59-0718930 | Accounting | $196,965 |
BUCK GLOBAL, LLC8 years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $145,585 |
SUGARMAN & SUSSKIND PA3 years Filed as: SUGARMAN SUSSKIND BRASWELL & HERRER Service code 29 · EIN 59-2539792 | Legal | $144,735 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 28 · EIN 22-1211670 | Investment Management | $105,977 |
ELISE DIXON4 years Service code 30 · EIN 59-6130114 | Employee (plan) | $50,131 |
US BANK7 years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $24,908 |
NANCY FERGUSON1 year Filed as: NANCY JIMENEZ Service code 10 704 SUMMIT COURT · MOUNT DORA, FL 32757 | Accounting | $6,820 |
NB ALTERNATIVES ADVISERS LLC3 years Service code 52 · EIN 30-0536163 | Indirect Investment Fees | $0 |
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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 10.63% | 9.22%+1.4pp | 16.77%-6.1pp | 9.22%+1.4pp |
| Employer contribution / active EE | $8,934 | $13,567-34.1% | $28,306-68.4% | $13,567-34.1% |
| Participant deferral / active EE | $0 | $575-100.0% | $40-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |