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 |
|---|---|---|
Service code 14 · EIN 62-1116095 | Plan Administrator | $136,157 |
NATIONAL INVESTMENT SERVICES7 years Service code 19 · EIN 80-0169636 | Securities Custodian | $105,242 |
Filed as: STRATEGIC CAPITAL INVESTMENT Service code 27 · EIN 06-1761045 | Advisory (Plan) | $88,010 |
Filed as: WASHINGTON CAPITAL Service code 28 · EIN 91-1042342 | Investment Management | $53,229 |
LAPADULA CARLSON & CO2 years Filed as: LAPADULA CARLSON & CO. Service code 10 · EIN 65-0292391 | Accounting | $22,609 |
Service code 29 · EIN 62-1371542 | Legal | $14,780 |
EBERTS & HARRISON3 years Filed as: EBERTS & HARRISON INC. Service code 22 1604 RIDGESIDE DR STE 203 · MOUNT AIRY, MD 21771 | Insurance Broker | $10,988 |
Service code 19 · EIN 36-3161078 | Securities Custodian | $10,050 |
UNITED ACTURIAL SERVICES3 years Service code 11 · EIN 35-2156428 | Actuarial | $7,400 |
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.
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 | $178,317-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | 5.37% | 10.27%-4.9pp | 9.57%-4.2pp | 9.04%-3.7pp |
| Employer contribution / active EE | $11,501 | $14,844-22.5% | $26,706-56.9% | $14,127-18.6% |
| Participant deferral / active EE | $0 | $133-100.0% | $213-100.0% | $665-100.0% |
| Admin fee / account holder | $0 | $0 | $1,620-100.0% | - |