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 |
|---|---|---|
RUSSELL TRUST COMPANY1+ years Filed as: FRANK RUSSELL TRUST Service code 15 · EIN 91-1116938 | Recordkeeping | $107,232 |
WARREN AVERETT, LLC1+ years Filed as: WARREN AVERETT LLC Service code 10 · EIN 45-4084437 | Accounting | $20,300 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES, LLC Service code 11 · EIN 36-2235791 | Actuarial | $17,239 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE Service code 28 · EIN 13-3200244 | Investment Management | $15,125 |
PRIME, BUCHHOLZ & ASSOCIATES1+ years Filed as: PRIME,BUCHHOLZ & ASSOCIATES Service code 27 · EIN 02-0426421 | Advisory (Plan) | $9,629 |
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 | $211,396-100.0% | $10,105-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 4.3%-4.3pp |
| Annual return | -1.27% | 138.90%-140.2pp | 16.23%-17.5pp | 2.81%-4.1pp |
| Employer contribution / active EE | $9,217 | $16,232-43.2% | $17,605-47.6% | $16,358-43.7% |
| Participant deferral / active EE | $0 | $1,217-100.0% | $237-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $11-100.0% | $1,639-100.0% |