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 |
|---|---|---|
HANSON BRIDGETT LLP4+ years Service code 29 · EIN 94-1205338 | Legal | $167,215 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $141,762 |
Service code 11 · EIN 26-1370698 | Actuarial | $137,216 |
BENESYS, INC.1 year Filed as: BENESYS ADMINISTRATORS INC Service code 10 · EIN 38-2383171 | Accounting | $98,050 |
DODGE & COX4+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $79,295 |
STATE STREET GLOBAL ADVISORS2 years Service code 18 · EIN 81-4017137 | Custodial (other than securities); In... | $78,875 |
RVK, INC.4+ years Filed as: R.V. KUHNS AND ASSOCIATES, INC. Service code 17 · EIN 93-0910652 | Pension Consulting | $75,000 |
Filed as: HEALTH SERVICES & BENEFIT ADMIN. Service code 10 · EIN 94-3089465 | Accounting | $68,654 |
US BANK4+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $66,201 |
LINDQUIST LLP4+ years Service code 10 · EIN 52-2385296 | Accounting | $62,723 |
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 | $18,026,966-100.0% | $110,792-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 58.3%-58.3pp | 1.8%-1.8pp |
| Annual return | -3.64% | 0.19%-3.8pp | -0.33%-3.3pp | 0.19%-3.8pp |
| Employer contribution / active EE | $45,005 | $13,763+227.0% | $25,782+74.6% | $13,763+227.0% |
| Participant deferral / active EE | $0 | $804-100.0% | $928-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $1,824-100.0% | $426-100.0% |