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 9-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 |
|---|---|---|
THE SEGAL COMPANY4 years Filed as: SEGAL Service code 11 · EIN 13-1835864 | Actuarial | $27,000 |
FINDLEY6 years Filed as: FINDLEY, INC. Service code 17 475 N. MARTINGALE RD, 900 · SCHAUMBURG, IL 60173 | Pension Consulting | $15,250 |
FISCHER DORWART, P.C.9+ years Filed as: FISCHER CUNNANE & ASSOCIATES LTD Service code 10 · EIN 23-3060583 | Accounting | $11,600 |
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.
Annual investment return 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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $318,230-100.0% | $306,246-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 68.8%-68.8pp | 62.9%-62.9pp | 55.8%-55.8pp |
| Annual return | -89.02% | 37.66%-126.7pp | 35.14%-124.2pp | 24.42%-113.4pp |
| Employer contribution / active EE | $0 | $48,345-100.0% | $46,378-100.0% | $41,338-100.0% |
| Participant deferral / active EE | $0 | $63-100.0% | $69-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $4,311-100.0% | $4,448-100.0% | $22,079-100.0% |