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 |
|---|---|---|
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $178,496 |
HANSON BRIDGETT LLP3+ years Service code 29 · EIN 94-1205338 | Legal | $140,156 |
Filed as: HEALTH SERVICES & BENEFIT ADMIN. Service code 10 · EIN 94-3089465 | Accounting | $98,366 |
Service code 11 · EIN 26-1370698 | Actuarial | $98,114 |
DODGE & COX3+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $87,638 |
Service code 28 300 BRICKSTONE SQUARE, 10TH FLOOR · ANDOVER, MA 01810 | Investment Management | $84,182 |
RVK, INC.3+ years Filed as: R.V. KUHNS AND ASSOCIATES, INC. Service code 17 · EIN 93-0910652 | Pension Consulting | $75,000 |
PANTHEON VENTURES, INC.3+ years Service code 28 · EIN 94-3047085 | Investment Management | $69,237 |
US BANK3+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $64,840 |
LINDQUIST LLP3+ years Service code 10 · EIN 52-2385296 | Accounting | $54,106 |
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 | $1,723,788-100.0% | $127,144-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 62.9%-62.9pp | 1.9%-1.9pp |
| Annual return | 13.36% | 23.90%-10.5pp | 9.35%+4.0pp | 23.90%-10.5pp |
| Employer contribution / active EE | $49,931 | $16,539+201.9% | $25,504+95.8% | $16,539+201.9% |
| Participant deferral / active EE | $0 | $350-100.0% | $1,066-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $2,049-100.0% | $18,975-100.0% |